Industry: Accounting

The professional services industry is changing at a transformative rate.​ AI is posed to reshape every aspect of collaboration, service delivery, and operational frameworks. The imperative for firms is clear: Embrace bold innovation and modernization. ​ In this session, Intapp and Inflection IT will lead a discussion on: ​ How firms can govern the use of AI Security issues AI will uncover Practical steps that firms can follow to embrace AI – specifically Microsoft Copilot We’ll also demonstrate how technology like Microsoft Copilot is already helping firms address these three key issues and promote modern work. Register for this webinar today.

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.

Jey Purushotham, Compliance Practice Group Leader at Intapp, published an article in CPA Practice Advisor on the “oversharing” problem. In the article he explains why and how firms exploring generative AI need to approach handing confidential information to avoid risk of it being shared with users who are not permissioned to access it.

With the introduction of Microsoft Copilot, firms are starting to apply generative AI to their daily work — but data security remains a concern for many. How can your firm confidently deploy Copilot while preventing oversharing and maintaining client trust? Watch this on-demand webinar to find out. You’ll learn how: Intapp’s partnership with Microsoft can help your firm address these concerns Your firm can use Intapp Walls with Copilot to prevent oversharing Copilot helps your professionals save time on key tasks Intapp Walls complements Microsoft Purview

Join us for our webinar “Navigating compliance challenges: Leveraging Intapp’s Walls to address oversharing with Microsoft Copilot.” We’ll explore how Intapp Walls for Copilot can help your firm prevent oversharing of sensitive data.

Intapp added three key members to its Industry Solutions team: Tom Koehler, Rudy Saad, and Laura Saklad. Led by President of Industries Ben Harrison, the Industry Solutions team embodies Intapp’s commitment to applying an intimate understanding of the unique needs of its client industries to the development of its vertical AI solutions.

Meet our team of Intapp experts at IGNITE: The Moore North America 2024 Conference. Schedule a post-show demo with us or stop by the sponsor tables to learn how our fully configurable, AI-powered solutions can help your teams: Improve your firm’s risk and compliance processes Increase client satisfaction Enhance collaboration and transparency

Join us from May 6 to May 8 for EVOLVE: The 2024 BDO Alliance USA Conference. Fill out the form below or stop by booth 318 to learn how our fully configurable, AI-powered solutions can help your teams.

Intapp has acquired Transform Data, a firm specializing in implementing effective digital workplaces based on Microsoft 365 applications. The acquisition will enhance Intapp’s modern work capabilities and implementation services for Intapp Collaboration solutions

Matthew Hardcastle, Vice President of Industry Solutions at Intapp, shared his thoughts with The Drawdown for an article on how capital markets firms are approaching data and AI to boost performance and gain a competitive edge. In the article he emphasizes the need for a strong data strategy.