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.

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.

Originally presented during the Moore North America 2020 Virtual Summit, this webinar explores how accounting firms are facing intense competition within an increasingly stringent regulatory environment forcing them to operate in Gartner’s “Bimodal” model: managing risk efficiently while driving business growth. Watch now to discover how accounting firms can leverage new technologies to optimize risk management and deliver client success. In this session, you will learn how to: Capturing key activities for virtual engagements Empowering lawyers to structure their workday while working remotely Eliminating common timekeeping pain points

CIOs find themselves on the front lines, enabling their firms to remain connected in this time of social distancing. As we move toward a new normal, innovation can help firms deliver exceptional client experiences and drive operational effectiveness. But — despite having unprecedented amounts of technology at their fingertips — IT efforts fail to produce expected outcomes due to siloed data, disjointed processes, and unintuitive user experiences. With an integrated platform and modern technology, CIOs can overcome these obstacles. The right technology “building blocks” can help unify and streamline data and processes across the firm. As a result, the connected firm enables rapid decision making, enhances team- and client-level collaboration, and provides personalized experiences for its leaders and professionals. Join Jose Lazares, Vice President of Product and Innovation at Intapp, and John Arsneault, CIO at Goulston & Storrs, to learn how the Intapp cloud platform provides the core technology services and frameworks that allow technology teams to innovate: Enabling seamless data flow and synchronization across the firm Connecting and combining information throughout the client lifecycle in intelligent, strategic ways that give firm leadership 360-degree, always-available, real-time visibility into the business Creating personalized experiences that spur meaningful action.

As the professional services landscape grows more complex, competition is increasing and clients are demanding both better experiences and more value from the firms they choose to work with. The events of 2020 have only accelerated the pace of change, and firm leaders are recognizing that there’s no going back to the old ways — where we could gather business intelligence by walking down the hall. We’ve entered the era of the connected firm, a time where the firms that thrive will be equipped to unleash the power of their collective knowledge to supercharge their people across the client engagement lifecycle. Join Mark Holman, Intapp Chief Strategy Officer and President of Accounting and Consulting, and Jose Lazares, Intapp Vice President of Product and Business Management, to prepare your firm for the year to come. Uncover why connecting your firm’s people, processes, and data should be at the forefront of your 2021 strategy Learn best practices for making technology investments that enable better collaboration and drive real business outcomes across your firm Build a framework for taking your firm to the next level of connectedness in the new year

Accounting and consulting firms entered 2021 understanding that their new operating models aren’t simply stop-gap solutions and that new ways of working are here to stay. To stay competitive, the most innovative firms will focus on streamlining the client experience from budget-to-bill while also considering how new tools and technology can help the firm operate more efficiently and profitably for the long term. This on-demand webinar will help you: Understand how technology can accelerate and optimize the capture of timekeeping data to improve visibility into activity, progress, and utilization Learn how an integrated budget-to-bill solution enables you to maximize the profitability of all your firm’s engagements Discover how your firm can easily deploy a connected timekeeping and pricing solution to meet client expectations, strengthen relationships, and deliver impactful business results

Generic CRM software often fails to meet the unique, industry-specific needs of accounting firms. Accounting firms need a scalable CRM for accountants that supports multidirectional relationships and a variety of service lines.

Kreston Reeves has selected Intapp Collaboration & Content by Intapp to turn its Microsoft 365 applications — including Microsoft Teams, SharePoint, and Outlook — into intuitive, centralized engagement-centric workspaces.

Check out highlights from the 2022 Boomer Marketing and Business Development Circle, and learn how your accounting firm can leverage technology to promote growth and improve client relationships.

During the 2022 Boomer Technology Circles (BTC) Summit, accounting professionals learned how cloud technology can help improve collaboration, diversity and inclusion, and security within their firms.