SOURCE: Intapp


October 20, 2016 08:00 ET

Clark Nuber Implements Intapp Software to Manage DMS Migration to the Cloud

CPA and Consulting Firm Selects Intapp Integrate to Migrate and Synchronize Files to Box

BELLEVUE, WA and PALO ALTO, CA--(Marketwired - October 20, 2016) - Intapp, a global leader in software for professional services firms, today announced that Clark Nuber PS, a CPA and consulting firm headquartered in the Seattle Metropolitan area, has implemented Intapp Integrate to help manage the firm's migration to a cloud-based document management system (DMS). Intapp Integrate software is used by more than 500 organizations worldwide to connect critical business applications and manage data across their environments.

Clark Nuber decided to move its DMS to Box to securely manage, share and archive its files, after evaluating 10 different options. During the planning process, the IT team decided to run the firm's existing DMS in parallel with the new Box-based DMS for several months, rather than suddenly cutting over.

"Migrating an accounting firm's DMS -- and moving from an on-premises system to a cloud-based service -- is a massive undertaking. Running both systems in parallel rather than resorting to an old-fashioned cutover is allowing us to train users over a longer period of time, providing our busy accountants with more flexibility in transitioning to the new system on a realistic timetable. Most importantly, it helps us to avoid any disruption to client service," said Peter Henley, CIO, Clark Nuber.

"This strategy required us to be able to move files from SharePoint to Box, and continue to synchronize systems in the background. Intapp Integrate software made the data mapping straightforward, and has enabled us to automate the process of moving files back and forth across our on-premises and cloud systems securely," he adds. "With an intuitive interface that doesn't require writing complex scripts or learning multiple APIs, Intapp Integrate is ground-breaking in offering a clear path to integrating applications in the cloud."

Intapp Integrate offers pre-built templates for connecting a variety of applications with Box and SharePoint, making it easy to propagate, synchronize and share content across different systems, regardless of whether they are hosted on-premises or in the cloud.

Clark Nuber worked with Inflection IT, an Intapp services partner, on the integration project.

Further information about Intapp integration with Box is available here:

About Clark Nuber

Clark Nuber serves privately held and family businesses, angel and venture-backed companies, public companies, foundations, not-for-profit and public sector organizations, and high net worth individuals and their families. The firm's services include financial statement audits, internal audit support, risk management, internal control systems, indirect cost rate, merger and acquisition and billing/reimbursement consulting, federal, state, and international tax planning and compliance, CFO/Controller/accounting services, and specialty audits including employee benefit plans and government grants.

About Intapp

Intapp provides software that enables law firms and other professional services firms to thrive in an increasingly competitive marketplace by improving operational efficiency, increasing profitability and driving client success. Intapp's three practice groups (Risk, Integration and Time) focus on understanding existing pressures and emerging trends, and translate this knowledge into products and best practices. Intapp products allow firms to align business operations with strategy and deliver on client expectations. They are recognized as the most advanced in their respective categories -- new business intake, conflicts management, confidentiality management, process automation, data integration and time recording.

Serving more than 650 customers, including 91% of the Am Law 100, 90% of the Global 100 and three of the Accounting Top 20, Intapp has cultivated an unparalleled record of customer success and collaborative partner relationships. Headquartered in Silicon Valley, with business operations in New York, Atlanta, London, Manchester and Sydney, Intapp offers a unique combination of legal industry expertise, technical innovation, consumer-friendly design and customer-focused business philosophy. For more information, visit