In this short demo, we’ll show how Intapp works with Microsoft 365 to help accounting teams work together more smoothly. You’ll see how you can set up client workspaces in Microsoft 365 with just a few clicks, keep emails and files organised in one place, and make sure everything stays secure and easy to find.

Instead of wasting time switching between tools or digging for info, your team can focus on the real work, serving clients and meeting deadlines. If your firm uses Microsoft already, this is a smarter way to bring it all together.

What You’ll Learn:

• How to keep your team on the same page with less email clutter
• A faster way to set up and manage workspaces for each client
• Tips to stay organized and compliant without extra effort