Intapp Collaboration and Content

Intapp Collaboration makes collaboration seamless, efficient, and compliant by extending Microsoft 365 capabilities specifically for accounting, legal, and consulting firms. Built on your existing Microsoft 365 infrastructure, our solution delivers engagement-centric workspaces, intelligent document management, and automated governance.

Three-Step Process for Better Collaboration

Set Up Secure Engagement Workspaces

Automatically create templated workspaces with folders, audit trails, and documents tailored to your firm's workflows. Protect sensitive client data with role-based access controls and reduce engagement startup time through automated workspace creation.

Collaborate Throughout Engagement Delivery

Access engagement-specific insights, emails, chats, and documents in one centralized hub within Microsoft Teams. Work faster with less friction, reduce silos across teams, and keep critical client communications organized with automated filing suggestions.

Archive and Retain Knowledge at Engagement Close

Capture all engagement communications and client preferences in a searchable archive. Ensure compliant closure with automatic document archiving, stay audit-ready with complete audit trails, and reduce storage costs.

Built on Accounting Industry-Specific AI and Data Foundation

Our platform leverages deep accounting industry expertise with pre-built templates, workflows, and governance models designed specifically for tax, audit, and advisory engagements. This foundation ensures your firm's unique regulatory requirements, client confidentiality standards, and engagement lifecycle management needs are met from day one.

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Intapp Collaboration for Accounting

Intapp Collaboration for Legal

Intapp Collaboration for Financial Services