Industry: Accounting

Intapp is proud to announce that Beth Cuzzone has joined our team as Global Practice Group Leader focused on our marketing and business development solutions. In this role, Cuzzone serves as a champion for marketing and business development professionals in the legal, accounting, and consulting industries, while fostering growth and community across the Intapp client base.

Professional services industry leaders gather for Intapp Connect to talk about the accelerated technological transformation as a result of the global pandemic.

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.