Case Study: Kreston Reeves enhances collaboration and document management with Intapp Collaboration

Kreston Reeves streamlines client collaboration with Intapp in Microsoft 365

Kreston Reeves, a leading accounting and advisory firm, faced productivity challenges due to a legacy document management system that impeded collaboration and knowledge sharing. To overcome these limitations, the firm turned to Intapp and adopted its Intapp Collaboration solution.

Intapp implemented a SharePoint-based platform integrated with Microsoft 365, creating a central source of truth for all client information. This solution streamlined operations with advanced search, automated approvals, and integrated e-signatures, enhancing firmwide collaboration and positioning Kreston Reeves for an AI-powered future.

Kreston Reeves