Intapp Collaboration + Microsoft 365
Enable modern work with the combined power of Intapp and Microsoft 365
Intapp accounting solutions
Solutions for accounting firms
Solutions for service lines
Enable your firm to get more out of Microsoft’s AI capabilities. With workspaces and data access controls built for accounting firms, Intapp’s Microsoft collaboration enhances your environment to specifically support accounting firm workflows and processes.
Automatically create secure Microsoft Teams and SharePoint workspaces that support engagement workflows, access, and simplified content management. Minimize information governance risk while you improve client engagements — all with Intapp Collaboration and Content.
Experience Microsoft 365 when it’s specifically built for your workflows
Optimize Microsoft 365 for your firm with secure, engagement-centric workspaces and content management.
Get more out of Microsoft 365
Boost productivity with workspaces built for accounting firm workflows, expectations, and regulatory requirements.
Minimize security risk
Safely unlock the full potential of Microsoft’s collaboration and AI tools with flexible governance controls.
Optimize client service delivery
Improve engagement execution by establishing a modern work hub available across your Microsoft 365 working environment.
'The biggest step in technology in the firm for 10 years'
I can honestly say 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 Workspaces] as the biggest step for technology in the firm for 10 years.
Toby Woodhead
Head of Technology
Armstrong Watson
Empower team collaboration with Intapp Collaboration
Unlock the power of Microsoft Office 365 with meaningful use of AI tools like Microsoft Copilot — with the governance and access controls accounting firms need.
Leading accounting firms use Intapp Collaboration to improve their Microsoft 365 experience
Boost team collaboration and improve business outcomes with Intapp Collaboration
Configurable Microsoft 365 workspaces
Using automated workflows, centrally govern the creation and maintenance of Microsoft Teams workspaces and corresponding folder structures within SharePoint.
Automated information governance and security
Tailor and apply data security settings to maximize the use of Microsoft’s collaboration and AI tools, and minimize the risk of oversharing or undermining your firm’s information governance policies.
AI readiness and enablement
Enable safe and meaningful use of AI tools like Microsoft Copilot, and drive better search results with detailed engagement metadata and more secure access controls.
Smart information synchronization and filing
Integrate, sync, and present information from Microsoft SharePoint, Outlook, and other firm systems in context within Teams.
Secure external access
Configure templated portals for external parties to securely access, edit, and upload documents within Microsoft Teams and SharePoint.
Native system integrations
Incorporate data from across your firm to generate powerful insights integrated from Intapp, Microsoft 365, and other third-party systems.
Learn more about Intapp Collaboration
Case study
Armstrong Watson Boosts Microsoft Teams–Based Collaboration and Secure Access to Client Records
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Accounting
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Collaboration
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Blog Posts
3 ways to optimize Microsoft 365 to improve document management for accountants
From invoices to contracts to tax returns, accounting firms are responsible for securing and properl...
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Accounting
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Collaboration
Downloadable
Best Practices for Transforming Microsoft Teams for Client-Centric Collaboration
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Accounting
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Consulting
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Schedule a demo
Speak with an accounting industry expert
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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.
Intapp Cloud Infrastructure
Use AI confidently, knowing we keep your data secure through our partnership with Microsoft and our own commitment to security and compliance.
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Intapp Data Architecture
Quality data is at the heart of good AI — and with Intapp, you benefit from our data architecture.
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Intapp Applied AI
Our Applied AI strategy includes five essential AI capabilities that help you make smarter decisions, faster.
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