Whether you’re a sponsor firm in the private equity space or a large accounting practice scaling through acquisition, one thing remains certain: True value creation depends on your firm’s ability to unify technology and standardize operations across all service lines.
But, of course, every new acquisition brings more complex problems — from disjointed and outdated systems to inconsistent processes. And this lack of connectivity not only limits the potential of new investments, it stalls your firm’s ability to leverage emerging technologies like AI.
Leading firms are using AI to set the standard in efficiency, compliance, and client-centric service. If your accounting firm wants to be a top competitor in the AI arms race, you’ll need to connect your people, processes, and data with AI-driven collaboration technology.
Intapp Collaboration is an AI-powered solution specifically built for professional services firms. The solution streamlines collaboration, standardizes knowledge sharing, and accelerates operational maturity post-acquisition — all within the Microsoft 365 ecosystem your teams already use every day.
Here are five critical ways Intapp Collaboration helps drive consistency, scalability, and profitability across your growing firm.
1. Confidently scale with smart, secure document and communication infrastructure
Integrating systems and ensuring operational continuity post-acquisition is no small task. With Intapp Collaboration, you can manage and collaborate on documents across service lines — all in one place.
- Deploy templated folder structures across engagements and clients for consistency.
- Give teams quick access to favorite folders and relevant materials.
- Manage access permissions directly within the app, enforcing security and compliance standards.
- Track work status in real-time, supporting better oversight and project delivery.
By centralizing lifecycle and content management, your firm can standardize engagement delivery while reducing onboarding time and system complexity.
2. Ensure compliance with client requirements – at a lower cost
Disparate email systems and manual processes can negatively impact margins and increase the risk of noncompliance. With automatic email filing, your teams can work quicker with more accuracy:
- Automatically file emails and attachments to the right engagement folders.
- Leverage intelligent filing suggestions to reduce administrative work.
- Use reply filing and recent email tracking to keep full engagement history accessible.
The result? Improved insights into client activity and stronger compliance with client and regulatory requirements.
3. Break down silos and enable real-time collaboration firmwide
One of the biggest challenges post-acquisition is integrating systems and teams without slowing down operations. Intapp Collaboration unifies data and eliminates silos, so your teams can collaborate on engagements more efficiently:
- Connect systems by leveraging the Microsoft solutions you use every day.
- Provide a single hub across service lines that allows your team members to easily access documents, tasks, and communications for any client.
- Enhance visibility across service lines to promote cross-serving behaviors.
Centralized collaboration isn’t just about technology integration — it’s about creating a single source of truth that every professional can rely on, no matter where they sit in the organization.
4. Maximize every team’s contribution, from day one
Many professional services firms face a 15–20% annual turnover, and onboarding and training inefficiencies can become a hidden tax. Intapp Collaboration helps new team members get up to speed quicker and provide a consistent client experience across service lines.
- Use standardized templates based on engagement type for faster ramp-up and uniform delivery.
- Streamline processes with built-in tools for eSignature, approvals, and version tracking.
- Leverage native Microsoft co-authoring and task management capabilities that many professionals are already familiar with to reduce the learning curve of a proprietary system.
By automating key document workflows, your team members — whether junior hires or seasoned experts — can spend less time searching for the right documentation and more time delivering client value.
5. Enable long-term growth with search, discovery, and data-driven insights
As your firm grows, the ability to quickly find and act on the right information becomes a competitive differentiator. Intapp Collaboration offers advanced search and discovery features to help your teams gain that competitive edge.
- Filter and group search results to find what you need faster.
- Access an activity feed to see a single timeline view of all communications and documents tied to an engagement.
- Gain visibility into engagement status to support smarter resourcing and planning.
This level of insight doesn’t just improve productivity — it unlocks cross-selling, improves compliance, and helps your firm find client growth opportunities that directly impact your bottom line.
Post-acquisition success depends on collaboration
Consolidation in the accounting space is accelerating — as are client expectations, regulatory scrutiny, and margin pressures. To be a true industry leader and excel at these challenges, your firm must use AI technology to support smarter, more scalable operations.
With Intapp Collaboration, you can stop worrying about whether your systems can keep up with the evolving industry. Instead, your teams can focus on building a unified, efficient, and profitable firm.
Want to see how Intapp Collaboration can help turn your fragmented accounting firm into a seamless, high-performing one? Let’s talk.