Intapp Collaboration
Enabling the modern workplace
With Intapp and Microsoft 365
Partnering for success
Symphony, as a trusted reseller and implementation partner for Intapp Collaboration, empowers accounting firms and professional services with a seamless, intelligent document and workspace management solution. Built within the familiar Microsoft 365 ecosystem, Intapp Collaboration enhances document governance, team collaboration, and security, ensuring firms can efficiently manage content and engagement workspaces. By combining Symphony’s deep accounting technology expertise with Intapp’s industry-leading platform, we help firms achieve greater efficiency, compliance, and productivity—driving long-term business success.
Introducing Intapp Documents
Intapp Documents transforms Microsoft SharePoint into a content management system designed to support how your firm collaborates on engagement documents. With direct integration with Microsoft 365, your teams can easily access engagement-centric SharePoint sites, curate metadata for AI technologies like Microsoft Copilot, and improve collaboration workflows on documents.
Intapp Documents delivers a user experience built for the needs of your professionals. Simplify document management and boost collaboration to support your engagement growth — directly from Microsoft Outlook and SharePoint.
Introducing Intapp Workspaces
Intapp Workspaces transforms Microsoft Teams into a purpose-built platform for engagement management, collaboration, and workflow automation. Designed for accounting firms, it streamlines engagement workflows, centralises insights, and enhances team connectivity—all while ensuring compliance and security. By automating administrative tasks, Intapp Workspaces frees professionals to focus on delivering exceptional client service and driving engagement success.
Features
Maximise Microsoft 365
Enhance document management and collaboration within Microsoft 365 and improve your experience with tools like Copilot — all while maintaining data control in your own Azure cloud.
Improve cross-service collaboration
Simplify content management, knowledge sharing, and collaboration across service lines via one unified platform that provides quick, secure access to engagement information.
Drive best practice delivery
Help professionals work collaboratively and follow best practices throughout the engagement lifecycle by automatically creating compliant, secure, templated workspaces for internal and external collaboration.
Why Symphony?
Deep-Rooted Accounting Expertise: Since 1999, Symphony has partnered with accounting firms to drive digital transformation, making us trusted advisors in the industry. We understand the unique challenges and workflows of accounting firms, ensuring every solution aligns with your goals.
Bridging Accounting and Technology: Symphony speaks both the language of accounting and technology, seamlessly connecting firm requirements with the right solutions. This dual expertise guarantees that Intapp is not just implemented but optimised for success in your specific environment.
On-Demand Expertise: Symphony’s bench of experienced professionals is ready to deploy when and where you need them. Access to expertise without delay ensures your implementation stays on track and delivers results quickly.
Tailored Intapp Solutions: Symphony excels at customising Intapp to align with your firm’s unique needs, workflows, and strategic goals. Maximise the value of your Intapp investment with a solution that works perfectly for your team
Seamless Implementation and Adoption: With decades of experience driving transformation across accounting firms, Symphony has the insights to guide you effectively with a focus on user training, adoption, and long-term success. A well-executed rollout means less disruption, faster time-to-value, and happier users. Our commitment extends beyond deployment, with ongoing support and guidance to ensure sustained success.