Intapp’s president of accounting and consulting and chief strategy officer Mark Holman contributed an article to Accounting Today that shares three confessions from his 30-year career in both large and small consulting and accounting partnerships.

Intapp launched its collaboration and content suite of solutions, which combines the Microsoft 365-based capabilities acquired from Repstor and existing Intapp industry cloud solutions. The solutions simplify collaboration, enhance compliance, automate governance and ensure better client outcomes execution.

Manual client risk management can increase firm risk exposure. Implement client acceptance and continuance technology to lower risk.

The Association for Accounting Marketing (AAM) Emerge 2021 conference covered a wide range of topics, including the ways in which the client experience and CRM for accounting firms are evolving. Read our top five takeaways from the event.

With Intapp winter 2020 release, Intapp is charging towards our goal of delivering seamlessly integrated and complete solutions that unify the client lifecycle. Watch now to learn about the most exciting and relevant new features in the winter 2020 Release, which spans the entire Intapp industry cloud, across all of our solution offerings.

This Intapp Workspaces demo explores how you can provide engagement-centric intelligence and automation within Microsoft Teams. Intapp Workspaces — part of the Intapp Collaboration & Content suite — is made for the next generation of work. Team members need to be able to effectively collaborate from anywhere in the world. Intapp Workspaces seamlessly creates purpose-built areas that bring everyone together, pulling the right team members — working locally, nationally, or globally — and information from your firm’s business systems, including Microsoft Teams and SharePoint. And it gets them up and running with the perfect templated configurations based on rich, standardized metadata. It also streamlines professionals’ preferred ways of working in Microsoft 365, gathering disjointed engagement information from SharePoint, Microsoft Teams, and other systems into a single pane of glass. To learn more, schedule a personalized Intapp Workspaces demo.

During this keynote session, we’ll speak with leaders from financial services, professional services, and legal firms to explore the changing landscape for professionals: How they find new opportunities, build the right teams, and harvest knowledge and expertise to drive better outcomes. This esteemed panel will discuss how digital technologies are changing the ways we work together, serve our clients, and complete deals.

Intapp Founder and Chief Product Officer Thad Jampol discusses how Intapp brings the connected firm vision to life, highlighting how our industry-specific platform supports systems of record, systems of engagement, and systems of insight to provide competitive advantage in an environment of increasing competition and an accelerating business cadence.

Intapp CEO John Hall welcomes everyone to Intapp Connect21, kicking off the conference and discussing the imperative of creating a connected firm strategy for those in the professional and financial services industries.

The nature of work has been completely redefined during the past year and a half. In industries like professional services — where face-to-face engagement had been the de facto standard — it’s never been more important for firms to focus on connection. In this session, a panel of leaders from the accounting and consulting industries will explore the challenges facing professional services firms and their people, and discuss the Intapp technologies that have helped their firms transform and thrive.