Blog

Blog

June 1, 2025

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

Accounting
Consulting
Intapp Collaboration

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

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February 3, 2025

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

Accounting
Consulting
Intapp Collaboration
Intapp DealCloud
Intapp Workspaces

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

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December 19, 2024

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

Accounting
Intapp Collaboration
Intapp Workspaces

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

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October 23, 2024

How to govern AI and Microsoft Copilot

Intapp Collaboration
Intapp Walls
Intapp Workspaces

Colin Truesdale

Senior Director, Solutions Consulting

Transform the way your professionals collaborate and deliver services with AI-powered tools like Microsoft Copilot and Intapp solutions.

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December 3, 2024

Milsted Langdon selects Intapp Collaboration solutions to activate collective firm intelligence

Accounting
Intapp Collaboration
Intapp Workspaces

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

Intapp Collaboration
Intapp Walls
Intapp Workspaces

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

Accounting
Intapp Collaboration
Intapp Workspaces

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

Legal
Intapp Collaboration

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

Accounting
Consulting
Intapp Collaboration
Intapp Workspaces

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

Legal
Intapp Collaboration

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

Accounting
Intapp Collaboration

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

Legal
Intapp Collaboration
Intapp Workspaces

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

Accounting
Intapp Collaboration

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

Financial services
Intapp Collaboration
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

Accounting
Intapp Collaboration

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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February 18, 2023

Top tech trends to consider when investing in document management software for accounting firms

Accounting
Intapp Collaboration

Marc McNicholl

Managing Director

Your firm’s IT team must ensure it has the proper technology in place to successfully meet the firm’s goals as well as growing client expectations. […]

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January 9, 2023

How accounting firms should leverage cloud-based collaboration tools during mergers and acquisitions

Accounting
Intapp Collaboration
Intapp Workspaces

Following a slowdown of mergers and acquisitions early in the COVID-19 pandemic, the number of M&A deals at certified public accountant (CPA) firms rebounded in […]

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November 21, 2022

Intapp and ILTA roundtable recap: How top firms are deploying Microsoft Teams and promoting secure collaboration

Legal
Intapp Collaboration
Intapp Walls
Intapp Workspaces

According to the recent 2022 ILTA Tech Survey, more than 68% of law firms have deployed Microsoft Teams for online meetings, chat, and collaboration. To […]

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November 21, 2022

3 ways to optimize Microsoft 365 to improve document management for accountants

Accounting
Intapp Collaboration

From invoices to contracts to tax returns, accounting firms are responsible for securing and properly governing thousands of documents — yet many firms struggle to […]

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November 7, 2022

Optimizing Microsoft 365: Document management for consultants

Consulting
Intapp Collaboration

With huge volumes of information flowing in and out of their firms every day, consultants need to know that their data is accurate, secure, and […]

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October 25, 2022

Kreston Reeves selects Intapp Collaboration & Content for engagement-centric document management

Accounting
Consulting
Intapp Collaboration
Intapp Workspaces

New solution will simplify collaboration on Microsoft 365 and enhance firmwide knowledge management PALO ALTO, Calif.—October 25, 2022—Intapp (NASDAQ: INTA), a leading provider of cloud-based […]

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August 11, 2022

Corporate legal and IT departments find alignment with Microsoft and Intapp

Corporate legal
Intapp Collaboration
Intapp Collaboration for Corporate Legal

According to KPMG’s 2021 Global Legal Department Benchmarking Survey, 78% of legal departments expect increased workloads — without increased headcounts. Thankfully, investing in management and […]

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August 4, 2022

Improve collaboration with Microsoft Teams shared channels

Legal
Intapp Collaboration
Intapp Workspaces

Finding ways to securely, effectively collaborate with external clients can be challenging for firms, as revealed during a recent Intapp Workspaces webinar, “Preparing your Firm […]

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April 29, 2022

Improve your tech strategy and Microsoft Teams workflow

Legal
Intapp Collaboration
Intapp Workspaces

One of the fastest growing trends in the legal industry is the implementation of advanced technology, such as collaboration tools like Microsoft Teams, workflow automation […]

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