Leading accounting firm in Australia standardises on Intapp software to connect business systems and enhance client service delivery
SYDNEY and MELBOURNE, 15 September 2016 – Intapp, a global leader in software for professional services firms, today announced that William Buck Victoria, a leading firm of Chartered Accountants and advisors based in Melbourne, has selected Intapp Flow software to automate client-facing workflows as well as internal business processes, as it moves toward a more digital office environment. By integrating multiple software systems – including Reckon APS, NetDocuments and DocuSign – Intapp Flow is helping to increase efficiency, enhance quality assurance, and improve visibility across the practice.
“Intapp software is providing us with visibility across service lines within William Buck Victoria, enabling us to connect a wide range of software applications via a single interface,” said Lalitha Koya, IT Manager, William Buck Victoria. “Integrating our most critical systems has accelerated workflows and increased efficiency by eliminating duplication, reducing the reliance on paper, and avoiding manual re-entry of data. Increased transparency is also enabling better collaboration and improved client service, as both our clients and our internal stakeholders are able to quickly assess the status of specific deliverables and how they are progressing through the required review and approval processes.”
“Throughout our 120-year history as a firm, we’ve challenged ourselves to deliver a unique, personalised service to our clients,” said Fi Slaven, General Manager, William Buck. “Intapp has opened new possibilities – helping us to realise new ways to add value for our clients and interact more easily – by making the most of the technology, data and knowledge we already have today.”
Intapp Flow provides an intuitive web-based interface that makes it straightforward for firms to connect applications and set up new workflows to streamline business processes. The software delivers advanced data and application management capabilities through Intapp Integrate – now adopted by more than 500 organizations worldwide, including law firms, accounting firms, and financial services organizations.
“Making the most of a paperless office requires integrating your document management system with your existing systems, which often proves challenging. Intapp Flow and Intapp Integrate make it easy for accounting firms to connect their DMS with other applications in their environment, providing them with the flexibility to use best-of-breed tools or store data in the cloud if they choose,” said Marin Sardelic, Managing Director, Intapp Australia. “We’re very excited that William Buck Victoria is making Intapp part of its long-term vision to become more agile and transform the client experience.”
In addition to Intapp Flow and Intapp Integrate, William Buck Victoria is also implementing Intapp Risk & Compliance software for client acceptance and onboarding.
About William Buck Victoria
William Buck is a leading firm of Chartered Accountants and advisors with offices across Australia and New Zealand. Its Melbourne office, William Buck Victoria, works with a vast range of medium-sized businesses, large corporations, and high net worth individuals, and has offices in Melbourne’s CBD and Hawthorne East.
William Buck Victoria provides clients with an integrated service offering, where all divisions work together to achieve the best result for clients across Audit & Assurance, Business Advisory, Corporate Advisory, Superannuation, Tax, Business Recovery and Wealth Advisory. www.williambuck.com