How One Accounting Firm Modernized Its Operations and Delivered Better Client Outcomes with Intapp Collaboration

The Boomer Circle Summit in Kansas City is just around the corner (August 17-20!), and we at Intapp are thrilled to be a sponsor, exhibitor, and host of a can't-miss lunch session designed to help you tackle one of the biggest challenges facing accounting firms today: document management.

In an era of increasing complexity, siloed systems, compliance concerns, and inconsistent workflows can significantly hinder even the most high-performing accounting firms. Are you tired of manual processes, fragmented tools, and compliance headaches? We hear you, and we have a solution to share.

Join us for a candid conversation:

Streamlining Document Management: An Accounting Firm’s Transformation with Intapp Collaboration   Tuesday, August 19th | 12:30 PM CT

This isn't just another product demo. We're offering you a unique, behind-the-scenes look at how one forward-thinking accounting firm overcame these very challenges by implementing Intapp Collaboration as its centralized document management and communication hub.

During this insightful session, you'll hear directly from: 

• Brad Teed, Practice Group Leader, Collaboration at Intapp 

• Jeremy Schroeder, Chief Technology Officer at Pinion, an Intapp client 

  
  

Brad and Jeremy will explore their phased implementation approach, sharing invaluable insights into: 

• How they successfully aligned stakeholders across various departments. 

• Addressing critical security and governance needs. 

• Significantly improving collaboration across their tax, audit, and advisory teams. 

  
  

You'll discover the measurable impact this transformation had on their efficiency, client service, and overall team productivity. Whether you're struggling with disjointed document systems or simply looking to modernize your operations and deliver better client outcomes, this session is for you. You'll walk away with practical takeaways for transforming your own firm’s document management systems with Intapp. 

Why this session is a must-attend: 

• Real-world Case Study: Learn from the direct experience of an accounting firm that successfully implemented Intapp Collaboration. 

• Actionable Insights: Gain practical strategies and best practices you can apply to your own firm. 

• Direct Q&A: Get your questions answered by industry experts and an Intapp client. 

  
  

Don't miss this opportunity to learn how to streamline file management, boost compliance, and improve cross-team collaboration within your firm. 

Mark your calendars for Tuesday, August 19th at 12:30 PM CT! We look forward to seeing you there. 

Beyond the session, be sure to stop by the Intapp exhibit table to connect with our team and learn more about how Intapp is helping accounting firms thrive in today's dynamic environment. We're excited to connect with you at the Boomer Circle Summit in Kansas City!