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Tech consolidation: Driving efficiency and strategy for accountancy firms
On Demand Webinar - See our panel and explore our use case guide
[Host] Dan Dronsfield
Head of Solutions, T-Tech
Dan leads new business and solutions consulting at T-Tech, leveraging his decade of enterprise software expertise. He specialises in AI, case management, and workflow solutions for UK's leading brands. His track record includes driving growth for start ups through to IPO and collaborating with VC firms.
Freddy Naime
Content Services Specialist, Microsoft
Freddy guides enterprise clients in SharePoint Premium and AI adoption strategies. His content management expertise spans engineering at IBM, client-side experience at MUFG, & global consulting. He leads product adoption and transformation through targeted webinars and transformation initiatives.
Richard Bowes
CTO, Intapp
As Intapp's Field CTO, Richard brings strategic insight from his eight years as Microsoft's Global Black Belt Director. He specialises in AI strategy and implementation, driving innovation across many industries through his expertise in generative AI and new emerging technologies.
Daniel Teacher
CEO, T-Tech
Daniel leads T-Tech as CEO and founder, balancing strategic direction with active client technology consulting. He specialises in digital transformation for accounting firms, focusing on modernising systems while ensuring operational success through innovative solutions and strategic implementation.
Is fragmented tech holding your practice back?
Discover how strategic consolidation can drive efficiency and change.
The daily operations of accountancy firms revolve around processing and organising vast amounts of critical paperwork from financial statements to regulatory filings, which can be a significant logistical challenge. Effective document management is crucial, yet many firms struggle with fragmented storage, inconsistent processes, and collaboration obstacles.
Learn how consolidating and modernising your tech ecosystem can transform these document management challenges into strategic opportunities. By creating a seamless flow of information with an advanced document management solution like Intapp, you’ll unlock significant gains in productivity and efficiency, and set the stage for AI innovation and long-term success.
Our experts will help you understand:
🔴The need for tech consolidation and effective document management
🔴How to leverage Office 365 and AI to drive your firm’s strategy forward
🔴How to boost security by fine-tuning document sharing and access
🔴Integrating documents and practice management systems
🔴How a solution like Intapp drives operational efficiency
This is ideal for firms that:
🔴Struggle with outdated, inefficient, multi-system document management🔴Are seeking to embrace Microsoft Copilot
🔴Aim to improve compliance, security and client service
🔴Strive to leverage technology as a strategic enabler rather than an operational bottleneck
Get your content
About Intapp
Intapp is a leading provider of cloud-based solutions that help accounting firms like yours drive efficiency, foster collaboration, and enhance client engagement through the power of automation and intelligence. Simplify engagement management and collaboration for your clients and team with Intapp.
What's Possible Group, 94 White Lion Street, London, N1 9PF
Support: support@ttech.uk.com