Accelerate engagement delivery and preserve institutional knowledge with powerful collaboration capabilities.
Intapp Collaboration
Start client work in minutes.
Find past work in seconds.
From automated workspace setup to intelligent content search, our centralized, AI-powered platform is built to meet your accounting and consulting needs.
Top firms rely on Intapp Collaboration
Workspace automation
Launch engagements instantly.
No manual setup required.
Automatically create templated workspaces with the right structure, people, and security — so teams can collaborate immediately instead of waiting for IT.
Using Intapp Collaboration will let us leverage Microsoft SharePoint and Teams in ways that support our firm’s structure and the needs of our individual service lines, such as tax and audit.
Simon Rowe
Partner and Chairman
Milsted Langdon
Document intelligence and AI search
Firmwide intelligence at lightning speed
Instantly surface past work, client documents, and firmwide knowledge and expertise with Intapp Collaboration’s unified search and AI-powered assistant.
We’re seeing seismic ramifications from our decision to transform the way we work.
Head of Technology
Armstrong Watson
Secure knowledge archive
Preserve knowledge. Protect boundaries.
Automatically archive key files at engagement closure with ethical barriers intact — turning past work into an AI-ready resource to power future engagements.
Intapp [Collaboration] helps us … by making the operational side run smoother so we can concentrate on delivering value.
Jeremy Schroeder
Chief Technology Officer
Pinion
Learn more about Intapp Collaboration
Webinar
Inside Pinion’s transformation: Streamlining collaboration across the firm
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Accounting
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Intapp Collaboration
Blog post
5 ways Intapp Collaboration boosts post-acquisition efficiency
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Accounting
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Consulting
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Intapp Collaboration
Case study
How Armstrong Watson enhances Microsoft-based collaboration
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Accounting
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Intapp Collaboration
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Intapp Workspaces
Webinar
Inside Pinion’s transformation: Streamlining collaboration across the firm
Accounting firms face increasing pressure to grow efficiently while delivering a better client experience. In this on-demand webinar with Boomer Consulting, Intapp’s Brad Teed and Pinion’s Jeremy Schroeder explore how firms can modernize their operations through connected technology, better data visibility, and smarter process alignment.
Watch webinar
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Accounting
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Intapp Collaboration
Blog post
5 ways Intapp Collaboration boosts post-acquisition efficiency
Discover how Intapp Collaboration enhances efficiency, compliance, and client-centric operations in accounting firms post-acquisition.
Read blog post
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Accounting
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Consulting
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Intapp Collaboration
Case study
How Armstrong Watson enhances Microsoft-based collaboration
A leading accounting firm deploys Intapp Collaboration to bolster Microsoft 365-based enterprise content management and Microsoft Teams–based client collaboration capabilities to facilitate new ways of working.
Read the case study
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Accounting
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Intapp Collaboration
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Intapp Workspaces
Why CIOs, CTOs, and innovators choose Intapp
Intapp combines AI innovation, industry-leading compliance, and enterprise-grade infrastructure in a single platform trusted by the world’s most demanding firms.
Compliance and security
Market-leading ethical walls, confidentiality, and security for highly regulated firms
AI you can trust
Transparent AI governance with unified security controls
Integrated platform
Complete suite spanning the client and deal lifecycle: one vendor, seamless workflows
Proven scale, innovation
Battle-tested by the world’s largest firms with ongoing platform investment
Always-on cloud infrastructure
Azure-backed reliability with multi-region redundancy and tested disaster recovery
Integrations made easy
Pre-built integrations and partner ecosystem reduce IT burden and TCO
Schedule a demo
Fill out the form and see how your firm can deliver better service faster with Intapp Collaboration.