How to build a firm that runs with less friction

Accounting firms are increasingly weighed down by fragmented systems, disconnected document repositories, and manual processes that slow down engagements and frustrate both staff and clients. When documents, workflows, and communication live in separate tools, firms lose visibility, consistency, and momentum across client work.

In this on-demand webinar run by Boomer Consulting and sponsored by Intapp, you’ll see how a centralized, modern document management system combined with integrated client collaboration and automated workflows creates a unified engagement experience. The session explores how firms can eliminate duplication, reduce operational friction, and deliver predictable, repeatable engagement execution across service lines.

Watch the recording to learn how modern collaboration helps firms streamline document-centric work, improve transparency, and run engagements more efficiently without adding complexity for teams or clients.

Key takeaways:

How a centralized, firmwide DMS reduces friction caused by fragmented systems and manual processes
Ways to automate document and workflow activities to eliminate status chasing and manual routing
How consistent, predictable engagement execution improves both staff efficiency and client experience
What it takes to orchestrate document-driven client interactions using a single connected ecosystem