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

We spoke with Intapp’s Marc McNicholl about how AI technology can help accounting firms improve both collaboration and governance — and how the right tech provider can ease the implementation process.

To enable modern ways of working, leading accounting firms are expanding their use of industry-specific tools for better accounting firm collaboration. In partnership with Microsoft, Intapp Collaboration & Content helps streamline accounting firms’ work to increase billable hours.

Recently, Intapp representatives attended the AIT U.K. Conference, where attendees from the accounting industry explored ways to improve accounting document management. Check out the highlights from the conference and discover how you can leverage Intapp and Microsoft 365 for document management.

Many legal firms use iManage or NetDocuments as their system of record and Microsoft Teams as their collaboration tool, but struggle to successfully integrate the two platforms. Learn how Intapp Workspaces Content Connector lets you easily combine iManage and NetDocuments with Microsoft Teams.

Document management systems for accounting firms are crucial for client success. Since most accounting firms already use Microsoft 365 apps, it only makes sense to leverage the platform to support document management for accountants. Intapp Collaboration can ease this process.

Learn how DealCloud Conflicts can help streamline your firm's sanctions screening strategy to mitigate overall risk and compliance.

Accounting firm leaders sometimes opt to invest significant time, money, and resources into building bespoke document management systems for accounting firms. However, custom-made document management software for CPAs often presents problems that could have been prevented by buying the right technology.

Accounting firms need to invest in technology that will help them meet current industry trends. Here are the top trends you should consider when investing in document management software for accounting firms.

Accounting firms have seen a surge in M&A activity during the pandemic, and tools like Microsoft Teams have helped streamline the M&A process. Intapp Collaboration & Content adds a layer of professional services capabilities to Microsoft Teams to further support document management for accounting firms.

During a recent Intapp roundtable, Intapp spoke with firm representatives about how they leverage Intapp Workspaces and Microsoft Teams to address issues such as information governance and security requirements, channel provisioning processes, and application integrations.

Industry-specific document management systems are essential for accounting firms’ success. Microsoft 365 — a tool your firm probably already has — supports document management for your accountants, while Intapp Collaboration & Content optimizes it for their specific needs.