Intapp Introduces New Features to Collaboration for Accounting

Intapp is excited to announce the latest updates to Collaboration, a tool purpose-built to centralize an accounting firm's data, documents, and communication into a single unified platform. These new features are designed to help accounting firms streamline workflows, boost efficiency, and ensure compliance within the familiar Microsoft 365 environment. 

Managing accounting tasks across scattered systems like emails, Teams chats, and disconnected documents can be a major source of inefficiency and risk. Intapp Collaboration addresses this by creating a single, intelligent hub that simplifies how professionals work and collaborate on engagements. The new enhancements bring even greater organization and productivity to firms.  

Feature Deep Dive: Tools for the Modern Accounting Firm 

The latest updates to Intapp Collaboration provide a more integrated and intelligent way for accounting professionals to work. Here’s how these key features can transform your firm’s workflow: 

• Unified Digital Workspace: Stop hunting for documents. This feature consolidates everything needed for a client engagement—from to-do lists to key documents—into a single, organized hub. Accounting teams can find what they need instantly, saving valuable time and reducing frustration. 

• Intelligent Email Filing with AI: Say goodbye to manual filing. The innovative AI engine automatically suggests where to store emails based on client and engagement details. All replies are filed automatically, ensuring your firm maintains a complete and compliant record of all communication. 

• Real-Time Activity Feed: Get an instant pulse on every engagement. This feature provides a real-time overview of recent emails, Teams chats, and document edits, allowing team members to stay in sync and pick up where colleagues left off without missing a beat. 

• Automated Engagement Folder Creation: Eliminate manual setup. The platform automatically creates a structured engagement folder in SharePoint, pulling key metadata directly from your firm’s CRM. This ensures consistent organization and compliance from the very beginning of every project. 

Why Intapp Collaboration? 

Modern accounting firms face relentless pressures: ensuring efficiency, maintaining compliance, and staying ahead of competitors. Intapp Collaboration’s single-hub approach addresses all these concerns by bringing together communications, documents, and tasks under one digital roof. The benefits are clear: accounting teams save time, improve client service, reduce compliance risk, and operate more collaboratively. 

Intapp Collaboration isn’t just a tool—it’s the future of accounting teamwork. It’s a unified solution that empowers firms to work smarter, faster, and with greater confidence. 

Ready to transform your accounting practice? 

Learn more about Intapp Collaboration at intapp.com/accounting/microsoft-collaboration/.