Combine the power of Intapp and Microsoft 365

Intapp Collaboration

Optimize client service delivery with the combined power of Intapp and Microsoft 365

Many firms rely on Microsoft’s powerful tools to run their business. But siloed content management systems and inefficient manual processes prevent professionals from taking full advantage of their Microsoft investment — hindering their ability to effectively scale operations and deliver top client service.

Built on Microsoft and designed for accounting professionals, Intapp Collaboration is a single, cloud-based management solution for client and engagement content. With Intapp Collaboration, your professionals can meet the needs of different service lines, ensure regulatory compliance, and improve efficiency — all with one system.

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

Engagement-centric workspaces

Automatically create and govern Microsoft Teams and SharePoint workspaces that support your firm’s workflows and data access controls

Enhanced visibility

Unify emails, documents, chats, and tasks across service lines to eliminate silos and facilitate knowledge sharing

Secure document management

Minimize information governance risk to improve client engagements

Enhance workflows with a tailored
collaboration hub

Future-proof your operations

Effectively use AI, scale for growth, and future-proof your technology investment with a unified, secure content management system based on Microsoft 365.

Enhance cross-service collaboration

Simplify knowledge sharing and collaboration across service lines with a unified platform that provides quick, secure access to engagement information.

Drive best practice delivery across engagements

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

'The biggest step in technology in the firm for 10 years'

Intapp Collaboration
delivers results 

1.2K
hours saved annually
by IT related to
helpdesk tickets
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

Centralize data, increase efficiency, and improve business outcomes with Intapp Collaboration

Activity feed

Stay informed of critical client updates across engagements with a single view of activity — including client-related emails, documents, and Teams content.

Search and content organization

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

Email filing

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

Workspace provisioning and maintenance

Streamline engagement setup with automatic creation, governance, and archiving of workspaces in Teams and SharePoint.

Engagement insights

Deliver faster and more effective service with engagement-specific insights that offer expert recommendations and key documents tailored to your engagement type.

Engagement status management

Keep engagements on track by updating statuses with structured forms to enforce business processes while viewing and adding narratives for key events.

Create a powerful, secure collaboration hub for your accounting professionals

Schedule a demo

Speak with an accounting expert

Fill out our form and book a personalized demo to learn how your teams can deliver better service with Intapp Collaboration.