Unlocking collaboration
How Kreston Reeves transformed document management with Intapp Collaboration
Accounting
Consulting
Intapp Collaboration
Kreston Reeves is a member of a global network of innovative, like-minded accounting firms that puts trusted relationships and exceptional care at the heart of everything it does. Kreston Reeves offer audit and accountancy, tax and business advisory services and build lasting partnerships based on trust, integrity and collaboration.
Challenge
Legacy limitations slowed productivity
Kreston Reeves, a leading accounting and advisory firm in Southeast England, relied on a legacy UK-based document management system that locked data in a proprietary environment and made collaboration cumbersome. Emails were often stored in personal Outlook folders, limiting visibility and knowledge sharing. Searching for documents was slow and inconsistent, and managing GDPR-driven permissions was labor-intensive.
Results
Microsoft-based collaboration for the future
The firm adopted Intapp Collaboration, a SharePoint-based solution integrated with Microsoft 365, to create a central, accessible source of truth for all client information. By combining familiar Outlook workflows with advanced search, automated approvals, and integrated e-signature, Kreston Reeves has streamlined its operations and prepared for an AI-powered future with Microsoft Copilot and SharePoint agents.
“For me, the main benefit of Intapp Collaboration over other products is that it sits in a SharePoint environment within Microsoft 365 — it’s accessible in multiple ways, works with how our people want to work, and positions us perfectly for the AI-powered future.”
Richard Spofforth
Managing Partner, Kreston Reeves
Solutions
Modern processes improve collaboration and efficiency
Intapp Collaboration automatically creates workspaces as soon as a job is agreed, making emails and documents instantly accessible via Outlook, SharePoint, and mobile devices. This breaks down silos and enables firmwide visibility, ensuring everyone can collaborate efficiently.
“Working with Intapp where we know that they are really driving to push AI out to help us do our jobs and deliver better client service is a real comfort to us.”
Richard Spofforth
Managing Partner, Kreston Reeves