Intapp Collaboration for accounting

Future-proof your operations and
continually grow your firm

M&A and private equity activity are surging in the accounting industry — creating opportunities for accounting firms to scale operations, improve client service delivery, and expand business into new markets. But growing your firm can be overwhelming, especially without the right tools and processes.

Built on Microsoft’s powerful and secure platform, Intapp Collaboration is a management solution designed for accounting firms’ specific needs. Efficiently onboard acquisitions, enhance collaboration across teams and service lines, and easily manage content, workflows, and engagements. All with a single, centralized system.

Engagement-centric workspaces 

Efficiently collaborate on engagements and support your firm’s workflows and data access controls with the automatic creation and governance of Microsoft Teams and SharePoint workspaces.

Enhanced visibility

Eliminate data silos and easily find and share information by unifying emails, documents, chats, and tasks across service lines

Secure document management

Minimize information governance risk with a secure content management system based on Microsoft 365.

Improve collaboration and service delivery with the
combined power of Intapp and Microsoft 365
Improve collaboration and service delivery with the
combined power of Intapp and Microsoft 365

Drive efficiency and growth with a unified system

Future-proof your operations

Future-proof your technology investment with a scalable, AI-powered, Microsoft-based content management system.

Enhance cross-service collaboration

Collaborate across service lines and securely share and access engagement information with a centralized platform.

Drive best practice delivery across engagements

Ensure professionals follow best practices and deliver consistent, high-quality work throughout the engagement lifecycle by automatically creating secure, compliant, and templated workspaces.

'A strategic investment'

Intapp Collaboration delivers results

5
hours saved
during each workspace provisioning
23
hours saved annually
per professional via automation
82
hours saved annually
per partner searching for past referenceable projects
1.2K
hours saved annually
by IT related to
helpdesk tickets

Improve and accelerate cross-service delivery with Intapp Collaboration 

Activity feed

Access client-related emails, documents, Teams content, and client updates across engagements with a single view of activity.

Search and content organization

Quickly find and organize content with powerful, flexible search capabilities designed to save time and reduce manual effort.

Email filing

File emails and attachments directly in Outlook with AI-driven filing suggestions, activity tracking, and easy access to content and engagements.

Workspace provisioning and maintenance

Automatically create, govern, and archive workspaces in Teams and SharePoint — so your teams can accelerate engagement setup.

Engagement insights

Deliver faster, better service using engagement-specific insights, expert recommendations, and key documents tailored to your engagement type.

Engagement status management 

Efficiently update engagement statuses with structured forms that enforce business processes and let professionals view and add narratives for key events.

Collaborate within a powerful, secure hub built for accounting professionals

Schedule a demo

Speak with an accounting expert

Fill out the form to book a personalized demo to learn how Intapp Collaboration for accounting can help your firm deliver better client service.