Blog | Intapp

Blog

April 28, 2026

AI readiness starts with your accounting firm’s document environment

Accounting
Intapp Collaboration

Accounting firms that benefit from AI share one trait: organized, governed institutional knowledge. See how your document environment determines what AI can actually do for your firm.

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March 26, 2026

AI in accounting firms: Protecting client confidentiality at scale

Accounting
Intapp Collaboration

Justin Walker

Practice Group Leader, Intapp Collaboration

AI is transforming accounting, but without structured governance, firms risk exposing confidential data. Learn how to extend Microsoft 365 with engagement-level controls to enable secure, compliant AI at scale.

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February 3, 2026

Centralizing collaboration to reduce engagement friction

Accounting
Intapp Collaboration

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

Accounting firms lose billable time to disconnected systems. Learn how centralized collaboration reduces engagement friction, improves delivery, and supports Microsoft 365 investments.

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October 16, 2025

5 common C-suite questions about digital transformation — and how CIOs can prepare for them

Accounting
Intapp Collaboration
Intapp Conflicts
Intapp Employee Compliance
Intapp Intake
Intapp Terms
Intapp Walls
Intapp Workspaces

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

Transform your accounting firm with an AI-powered Microsoft 365 DMS. Centralize documents, automate governance, strengthen compliance, and boost adoption.

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October 21, 2025

Ostberg Sinclair & Co adopts Intapp Collaboration to activate collective firm intelligence

Tom Koehler

Global Managing Principal, Accounting and Consulting

U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth PALO ALTO, Calif. — October 21, […]

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October 16, 2025

5 common C-suite questions about digital transformation — and how CIOs can prepare for them

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

For accounting firms, digital transformation begins with rethinking how documents are managed, shared, and secured across the organization. Outdated file systems and fragmented collaboration tools […]

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September 10, 2025

RPA + AI: How your accounting firm can drive growth through automation

As competition intensifies and clients demand faster, more accurate service, your accounting firm can’t afford to rely on inefficient manual processes. To stay ahead, forward-thinking […]

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September 4, 2025

How to choose a DMS that satisfies both CIOs and IT leaders

Brad Teed

Practice Group Leader - Intapp Collaboration
Accounting & Consulting

When it comes to technology investment, accounting firms need tools that both deliver immediate operational value and advance long-term objectives. So how is this balance […]

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July 22, 2025

Leading legal tech advisor: Intapp Collaboration offers strong value proposition as DMS for law firms

Neil Cameron of Legal IT Insider says Intapp could ‘significantly reshape the DMS market’ Law firms seeking a document management system (DMS) built on familiar […]

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June 1, 2025

5 ways Intapp Collaboration boosts post-acquisition efficiency across accounting firms

Pat Archbold

Practice Group Leader, Compliance

Whether you’re a sponsor firm in the private equity space or a large accounting practice scaling through acquisition, one thing remains certain: True value creation […]

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April 10, 2025

Legal IT Insider – 2025 Legal industry survey, document management systems

Legal IT Insider published its first-ever Document Management System report, which offers a deep dive into the leading legal DMS players, current market dynamics, and […]

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February 3, 2025

3 ways accounting and consulting firms can increase user adoption: Tips from Intapp clients 

For accounting and consulting firms, choosing and rolling out a new technology solution is often a resource-heavy process. Stakeholders face pressure to see a quick […]

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December 19, 2024

Support your accounting firm’s M&A journey with a centralized, scalable DMS

The accounting industry is undergoing a major transformation due to multiple factors, from evolving regulations to advancements in AI technology. But perhaps the biggest factor […]

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December 3, 2024

Milsted Langdon selects Intapp Collaboration solutions to activate collective firm intelligence

Tom Koehler

Global Managing Principal, Accounting and Consulting

U.K. accounting firm will use Intapp Collaboration and Intapp Workspaces to enable modern work initiatives and enhance knowledge management using Microsoft 365 applications PALO ALTO, […]

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October 23, 2024

How to govern AI and Microsoft Copilot

Colin Truesdale

Senior Director, Solutions Consulting

Maintaining strong governance and security frameworks is key to any firm’s success — and modern collaboration tools are essential. AI-driven technologies like Microsoft Copilot are […]

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June 23, 2024

Using AI to improve collaboration and compliance for accounting firms

Marc McNicholl

Managing Director

Accounting engagements are complex and require the expertise of multiple teams, such as advisory and auditing. But different teams often use different tools and processes, […]

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January 23, 2024

DAC Beachcroft selects Intapp Collaboration & Content to modernize the work experience

International legal business chooses Intapp software to enhance knowledge management using Microsoft 365 applications PALO ALTO, Calif. — January 23, 2024 — Intapp (NASDAQ: INTA), a leading […]

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January 9, 2024

Intapp Collaboration & Content: How a firm collaboration tool enhances modern accounting work

Brendan Ridge

VP, Practice Group Leader - Collaboration

Many accounting firms are still supporting hybrid schedules and distributed workforces. To enable modern ways of working, firms require digital firm collaboration tools that can […]

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November 30, 2023

IBB Law selects Intapp Collaboration for matter-centric document management

New solution will simplify collaboration on Microsoft 365 and enhance firmwide knowledge management PALO ALTO, Calif. — November 30, 2023 — Intapp (NASDAQ: INTA), a leading provider […]

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May 26, 2023

Improve your firm’s accounting document management

Improve data security and governance Make the most of your Microsoft 365 investment Avoid problems around implementation and cost

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May 26, 2023

Intapp Workspaces content connector: Improve document management by connecting iManage and NetDocuments to Microsoft Teams

Colin Truesdale

Senior Director, Solutions Consulting

Many firms use a document management system (DMS) such as Intapp Collaboration for storing essential matter information. However, firms using a legacy DMS provider other […]

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May 26, 2023

Microsoft and Intapp: Document management for accountants

Support document management for accountants with Microsoft 365 Organized document management systems (DMSs) for accounting firms are necessary for facilitating relationship management, improving decision-making, and […]

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May 25, 2023

Streamline your sanctions screening workflow with Intapp DealCloud

Firms must adapt to changing sanctions rules and regulations to meet client expectations and navigate the evolving geopolitical environment. Using highly configurable technology, firms can […]

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May 24, 2023

Buy versus build: Factors to consider when selecting a document management system for your accounting firm

Most generic, industry-agnostic document management systems for accounting firms don’t address the many unique needs of both certified public accountants (CPAs) and their clients. For […]

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