Microsoft 365 based collaboration and content solution for accounting firms

Intapp Collaboration + Microsoft 365

Enable modern work with the combined power of Intapp and Microsoft 365

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Turn Microsoft 365 into a central hub designed for the way your accounting professionals work. Intapp Collaboration is a cloud-based content management solution built on Microsoft 365 that helps break down silos, optimize engagement workflows, and ensure compliance — so your firm can scale efficiently while enhancing client relationships.

Improve engagement delivery by automatically creating and governing Microsoft Teams and SharePoint workspaces that support your firm’s workflows and data access controls. Drive collaboration across service lines with a single source of truth for content. And minimize information governance risk to improve client engagements.

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

Enhance client service delivery with a tailored collaboration hub

Maximize Microsoft 365

Enhance document management and collaboration within Microsoft 365 and improve your experience with tools like Copilot — all while maintaining data control in your own Azure cloud.

Improve cross-service collaboration

Simplify content management, knowledge sharing, and collaboration across service lines via one unified platform that provides quick, secure access to engagement information.

Drive best practice delivery across engagements

Help professionals work collaboratively and follow best practices throughout the engagement lifecycle by automatically creating compliant, secure, templated workspaces for internal and external collaboration.

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

We’re seeing seismic ramifications from our decision to transform the way we work. When I wrote my board report for the past year I described implementing [Intapp Documents and Intapp Workspaces] as the biggest step for technology in the firm for 10 years.

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Head of Technology
Armstrong Watson

Empower stronger teamwork with Intapp Collaboration

Intapp Workspaces

Deliver secure, engagement-oriented, AI-enabled workspaces within Microsoft Teams to collaborate with colleagues and clients.

Intapp Documents

Empower secure, simplified content management in Microsoft SharePoint, delivered through a native Outlook interface.

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

Boost team collaboration and improve business outcomes with Intapp Collaboration

Access to firmwide knowledge

Enhance efficiency and cross-service collaboration with easy access to documents within a central work hub.

Content search and discovery

Quickly access communications, documents, and other information with advanced search and intelligent content retrieval.

Document management

Easily manage, organize, and collaborate on documents within Microsoft 365 by using built-in version control, metadata support, and offline access.

Engagement lifecycle management

Ensure efficiency and compliance with the automatic creation, governance, and archiving of engagement workspaces from Teams to SharePoint.

Client collaboration and external access

Collaborate and securely share documents with clients through a compliant, centralized portal.

Email filing and content management

Save time and manual effort by automatically documenting and filing emails to engagement workspaces.

Leading accounting firms use Intapp Collaboration to improve service delivery through modern technology

Create a powerful, secure collaboration hub for your accounting professionals

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Learn more about Intapp Collaboration

Case study

How Armstrong Watson enhances Microsoft-based collaboration and content with one tool

  • Accounting
  • Intapp Documents
  • + 1 more

Discover how this accounting firm uses Intapp Collaboration solutions to support remote workers.

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Blog Posts

3 ways to optimize Microsoft 365 to improve document management for accountants

  • Accounting
  • Intapp Documents
From invoices to contracts to tax returns, accounting firms are responsible for securing and properly governing thousands of documents — yet many firms struggle to […]

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Press release

Milsted Langdon selects Intapp Collaboration solutions to activate collective firm intelligence

  • Accounting
  • Intapp Documents
  • + 1 more
U.K. accounting firm will use Intapp Documents and Intapp Workspaces to enable modern work initiatives and enhance knowledge management using Microsoft 365 applications PALO ALTO, […]

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Intapp Intelligent Cloud

For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.

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Industry solutions

The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.

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Data foundation

Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.

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Cloud infrastructure

Secure your data with Intapp Cloud Infrastructure, leveraging Microsoft Azure’s stability and our dedicated support, plus seamless Microsoft integrations.

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Partner ecosystem

Gain access to Intapp’s ecosystem of data, technology, and services from over 100 trusted partners, with built-in integrations and dedicated support.

Learn more about our partner ecosystem

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