Streamlining collaboration
How Pinion modernized operations with Intapp Collaboration
Accounting
Intapp Collaboration
Challenge
Optimizing client engagement management, collaboration, and document workflows
Pinion, a national accounting and advisory firm, embarked on a digital transformation journey to modernize its systems, enhance data visibility, and improve collaboration across its geographically distributed teams. As the firm expanded, managing and accessing the vast amounts of client information, workpapers, and collaborative content became increasingly complex. Pinion knew it needed to move away from its legacy system.
Results
Achieving operational scalability
Since implementing Intapp Collaboration and centralizing its content, Pinion has significantly improved efficiency by reducing time spent searching for information and eliminating duplicate storage. Advisors can now access accurate, up-to-date data quickly, enabling faster, better-informed client decisions. Highly precise security controls protect sensitive information without hindering collaboration, reducing risk while maintaining productivity. The firm has also achieved operational scalability by avoiding the need to hire additional IT staff to manage Microsoft SharePoint — instead focusing resources on higher-value initiatives
“We focus on helping America’s farmers and the businesses that support them. Intapp helps us keep that focus by making the operational side run smoother, so we can concentrate on delivering value”
Jeremy Schroeder
Chief Technology Officer, Pinion
Solutions
Improving collaboration with a more sophisticated system
To address its challenges, Pinion selected Intapp as a core technology partner. The decision was guided by Intapp’s commitment to AI and its partnership with Microsoft.
“The reason why we chose Intapp and [Intapp] Collaboration is that we felt strongly in their vision, their future vision, but also that they double down on being that primary Microsoft partner to us.”
Jeremy Schroeder
Chief Technology Officer, Pinion
