Kreston Reeves selects OnePlace Collaboration & Content for engagement-focused document management

Kreston Reeves selects OnePlace Collaboration & Content for engagement-focused document management
intapp inc.

intapp inc.

New solution will simplify collaboration in Microsoft 365 and improve knowledge management across the enterprise

PALO ALTO, Calif., Oct. 25, 2022 (GLOBE NEWSWIRE) — intap (NASDAQ: INTA), a leading provider of cloud-based software to the global financial and professional services industries, today announced that Kreston Reeves, a London, Kent and Sussex-based accounting, business and wealth advisor, has selected OnePlace content and collaboration to provide an engagement-focused, collaborative document management solution and help the business maximize its investment in the Microsoft 365 platform.

Kreston Reeves is an award-winning firm that provides accounting, business, and wealth advice to businesses, non-profit organizations, individuals, and families. You’ll use Intapp products in conjunction with Microsoft Teams, SharePoint, Outlook, and Office to better connect the people, processes, and data involved in every engagement.

Intapp’s content and collaboration products simplify collaboration, improve compliance, automate management, and help professional services firms deliver more productive and profitable engagements. As part of this suite, Kreston Reeves will use the following components:

  • Intapp workspacesto extend Microsoft Teams with engagement-focused hubs that drive collaboration, 360-degree insights, and automated lifecycle management

  • Intapp Documentsto implement engagement-focused document management capabilities, automatically archiving emails and attachments in Microsoft SharePoint

“As we embraced Microsoft 365 to play a central role in enabling a secure, collaborative and modern work environment, it became clear that we needed to extend the capabilities of the solution for our unique needs as an accounting firm,” said Chris Madden, Chief Technology Officer and Chief Operating Officer of Kreston Reeves. “OnePlace Collaboration & Content will drive our investment in Microsoft, enabling intuitive, centralized, engagement-specific workspaces with intelligent file management.”

“We are delighted that one of the leaders in the mid-market accounting space is adopting OnePlace Collaboration & Content to improve collaboration, document management and knowledge management across the enterprise,” said Alan McMillen, General Manager, Collaboration and Content Solutions at Intapp. “Intapp’s alignment with Microsoft applications will boost productivity and focus for Kreston Reeves professionals by eliminating the need to switch between platforms when managing documents and communications.”

Kreston Reeves will work with transform data, an Intapp partner that resells and implements enterprise content, collaboration, and automation technology to migrate existing data stores to Microsoft SharePoint. Transform Data specialists will strengthen the company’s investment in Microsoft 365 by ensuring the optimal flow of data throughout the company to facilitate effective document, email, and case management functionality.

About Intap
Intapp makes the connected enterprise possible. We help financial and professional services companies better connect their people, processes, and data through AI-powered software solutions. Trusted by over 2,100 of the world’s leading private equity, investment banking, legal, accounting and consulting firms, Intapp offers a comprehensive solution designed specifically to help modernize these businesses. Intapp facilitates greater team collaboration, digitizes complex workflows to streamline deal and engagement execution, and leverages proprietary AI to help nurture relationships and originate new business. Intapp helps companies increase profitability and return on investments, operate more efficiently, and better manage risk and compliance. For more information visit intapp.com and connect with us at Twitter (@Intapp) Y LinkedIn.

Intapp and OnePlace are registered trademarks of Integration Appliance, Inc. or its subsidiaries. Various trademarks held by their respective owners.

About Kreston Reeves
Our purpose is to guide our clients, colleagues and communities towards a better future. We help dynamic businesses, charities and nonprofits, individuals and families with accounting, business and wealth advice. Offices in London, Kent and Sussex. Website: www.krestonreeves.com

About Transform Data International:
Transform Data solutions and services strengthen the adoption of Microsoft 365 and SharePoint. As a leading partner of Intapp’s content and collaboration suites, we have been migrating customers from legacy platforms to SharePoint for 8 years. We help organizations optimize total employee productivity by combining documents, tasks, workflows, external data, and reports in a context-aware user interface. London and Maastricht offices. Website: www.transformdata.eu

Media contacts:

kreston reeves
Matt BaldwinCosta
matt@coastcommunications.co.uk
4407930 439739

intap
ali robinson
Director of Global Media Relations, Intapp
press@intapp.com
678-909-0703

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