Technology Innovations for Professional Services Firms
OnePlace for Accounting & Consulting Track
Intapp Integration Service
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Intapp Integration Service Launches at ILTA>ON 2020
From CPA Practice Advisor: Intapp Integration Service Launches at ILTA>ON 2020
Acceptance, continuance, and independence in accounting
Learn how automation and digital transformation of acceptance, continuance, and independence processes in accounting can turn compliance from a cost to revenue generator.
In an increasingly competitive market, you need software that not only gets the job done but also creates a business advantage. With more than 20 years’ experience cultivating deep expertise professional service, Intapp offers a suite of purpose-built solutions designed for the unique needs of firms like yours. Join our product team leaders to learn about our latest developments:
- Intapp Integration Service creates seamless interoperability between all your firm’s software and applications on one single platform.
- Intapp Global Independence streamlines acceptance, continuance, and conflicts resolution with process automation, integrated third-party data, and AI capabilities to streamline decision-making.
- Intapp Time offers zero-entry capture technology, multidevice and mobility support, and monitoring capabilities that help teams more easily manage to client budgets.
Milan BobdeSenior Director, Product Management
Senior Director, Product Management
Milan Bobde is the Senior Director of Product Management at Intapp. He is passionate about elevating customer experience through an innovative and transformative product approach. Bobde has a proven track record of launching new products and delivering aggressive revenue growth for diverse product portfolio. He is a strong communicator and, driven by his strong technical background and business acumen, successfully translates corporate vision into actionable milestones and deliverables for product, product marketing, and engineering teams.
Bobde received a bachelor’s degree in computer engineering from Savitribai Phule Pune University, a master’s degree in computer science from the University of Southern California’s Viterbi School of Engineering, and a Master of Business Administration in marketing, entrepreneurship, and executive leadership from the University of Southern California’s Marshall School of Business.
Dan HarsellCo-Founder and Senior Vice President, Technology
Co-Founder and Senior Vice President, Technology
Intapp Co-Founder Dan Harsell has been responsible for product design, development, and research and development functions throughout Intapp history. He heads development of the Intapp OnePlace, and currently focuses on software engineering, AI, data science, cloud infrastructure, and software service delivery. Prior to Intapp, Harsell worked in multidisciplinary engineering roles for a leading avionics company. He earned both a bachelor’s degree and master’s degree from Stanford University.
Jose LazaresSenior Vice President, Product Management
Senior Vice President, Product Management
Jose Lazares serves as the Senior Vice President of Product and Business Management at Intapp. A product marketing executive with experience building, delivering, and selling software and technology platforms that transform enterprises, Lazares possesses deep expertise in defining and communicating product vision, positioning complex technical solutions, creating innovative business models, building go-to-market programs, and evangelizing products to customers, partners, developers, and employees. Prior to joining Intapp, Lazares served as Senior Director of Product Strategy and Business Development for Cloud Software Platforms at Cisco Systems. He earned a bachelor’s degree in political economy from the University of California, Berkeley, and a Master of Business Administration degree in marketing and supply chain from Harvard Business School.
Warren KnowlesVice President, Product Management
Vice President, Product Management
Warren Knowles is the Vice President of Product Management at Intapp. He has been with the organization for 13 years. Knowles previously served as Practice Manager at OpenText and Technology Manager at Zelle Hofmann. He received a bachelor’s degree in psychology from the University of Minnesota, Twin Cities.
Dave WongDirector, Product Management
Director, Product Management
Dave Wong is the Director of Product Management at Intapp. He is a versatile technology leader who blends technical and financial expertise with strong product focus to develop data-driven enterprise cloud solutions at scale. His early career roles in finance and accounting instilled a strong financial mindset and provided hands-on experience overseeing P&Ls as well as managing planning, budgeting, and forecasting processes. Wong received his bachelor’s degree in art history from Haverford College.
Connect Your Firm. Accelerate Your Success.
Intapp OnePlace is the only connected firm management solution purpose-built for professional services firms.
Designed from the ground up to address the unique challenges of partner-led business models, Intapp OnePlace helps accounting and consulting firms put intelligent information to work with a true end-to end solution that unifies the client lifecycle from marketing and business development through independence checking, acceptance, continuance, and time management.
Submit your information and a member of our team will reach out to schedule a meeting with one of our solutions experts. Explore how Intapp OnePlace solutions can help your firm drive growth, ensure compliance, operate profitably, and deliver client success.