Blog

Filter by
Sort by
Active:

Additional posts

Microsoft Purview gets accounting firms partway to governed AI. What about the rest?  

  • Brad Teed

    Brad Teed

    Practice Group Leader - Intapp Collaboration
    Accounting & Consulting

Microsoft Purview protects and labels content, but AI also needs engagement-level access checks. See how Purview and Intapp work together.

  • Accounting
  • Consulting
  • + 2 more

Compliant collaboration: a maturity model for AI-ready professional firms

  • Colin Truesdale

    Colin Truesdale

    Senior Director, Global Practice Group Lead, Accounting & Consulting

Compliant collaboration is a four-stage maturity model: consolidate, secure, comply, then activate AI. See what accounting and consulting firms need first.

  • Accounting
  • Consulting
  • + 2 more

AI readiness starts with your accounting firm’s document environment

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.

  • Accounting
  • Intapp Collaboration

AI in accounting firms: Protecting client confidentiality at scale

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.

  • Accounting
  • Intapp Collaboration

Centralizing collaboration to reduce engagement friction

  • Brad Teed

    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.

  • Accounting
  • Intapp Collaboration

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

  • Brad Teed

    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.

  • Accounting
  • Intapp Collaboration
  • + 6 more

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

Learn the key differences between RPA and AI technologies, and explore how these automation tools can drive growth and efficiency at your accounting firm.

  • Accounting
  • Intapp Collaboration
  • + 2 more

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

  • Brad Teed

    Brad Teed

    Practice Group Leader - Intapp Collaboration
    Accounting & Consulting

Learn which tech capabilities CIOs and IT directors prioritize — and discover how your accounting firm can turn Microsoft 365 into a powerful DMS with Intapp.

  • Accounting
  • Intapp Collaboration

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

Law firms seeking a document management system (DMS) built on Microsoft software should take a closer look at Intapp Collaboration.

  • Legal
  • Intapp Collaboration

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

Discover how Intapp Collaboration enhances efficiency, compliance, and client-centric operations in accounting firms post-acquisition.

  • Accounting
  • Consulting
  • + 1 more

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

Learn how to increase user adoption in accounting and consulting firms with insights from Intapp client success stories and proven strategies.

  • Accounting
  • Consulting
  • + 3 more

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

With Intapp Collaboration, accounting firm AAB is able to onboard new acquisitions quicker, drive more cross-collaboration, and better manage documents and workflows.

  • Accounting
  • Intapp Collaboration
  • + 1 more