Intapp Collaboration & Content
Microsoft 365 Driven Engagement Management
Deliver more productive, profitable engagements through unified document management and collaboration experiences within Microsoft 365 with Intapp Collaboration & Content.
Intapp builds upon Microsoft 365 to deliver a unified document management and collaboration experience for each engagement that’s tailored to the unique needs of each service line. With information for each engagement automatically organized and easily accessible for the right people across Microsoft Teams, SharePoint, and Outlook, accounting firms can boost productivity, increase client satisfaction, and improve their bottom line.
Intapp Collaboration & Content
Intapp Collaboration & Content consists of two interconnecting Microsoft 365-based products which are both purpose-built to help accounting firms improve engagement management while maximizing their investment in Microsoft 365.
Intapp Workspaces makes it possible to configure and automatically provision engagement-specific workspaces to the appropriate partners, professionals, and even external parties such as clients so they have a single destination for each of their engagements within Microsoft Teams to collaborate, access and co-author documents, track engagement progress, and more.
Intapp Documents builds engagement-level document management and email filing capabilities within the familiar Microsoft Outlook and SharePoint apps, so engagement teams can easily find, collaborate on, and grant controlled external access to relevant documents while improving information governance.
Unify engagement management within Microsoft 365
Securely connect, organize, and simplify access to the documents and information engagement teams need within Microsoft Teams, SharePoint, and Outlook
Improve knowledge-sharing and decision-making
Add consistent structure for collaboration and document management to Microsoft 365, so engagement teams always know where to find up-to-date information when making critical decisions
Grow engagement profitability and scale your firm
Streamline collaboration and document management, so engagement teams reduce the hours spent searching for engagement-related information, and subsequently increase project efficiency and profitability
"I can honestly say we’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year, I described [implementing Intapp Collaboration & Content] as the biggest step for technology in the firm for 10 years — since we moved our servers into a data center."
Head of Technology
3 ways to optimize Microsoft 365 to improve document management for accountants
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.
Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration
This ebook explores lost opportunities and gaps in the ways modern firms evaluate their fee earners’ time. It discusses insights into the current state of the professional services industry and explores how processes may negatively impact revenues and profit margins.
Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records
A leading accounting firm deploys Intapp Collaboration & Content to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.
See how Intapp Workspaces helps deliver more productive, profitable engagements
Intapp Workspaces — part of the Intapp Collaboration & Content suite — helps accounting firms create tailored, unified collaboration experiences within Microsoft Teams. With Intapp Workspaces, firms can provide their professionals with engagement specific hubs that connect documents and relevant information from across Microsoft 365 and other firm systems, so engagement teams can work better together.
Watch this short demo to see how you can enable streamlined collaboration within Microsoft Teams.