SOURCE: Intapp


September 15, 2016 02:00 ET

William Buck Victoria Selects Intapp Flow to Accelerate Workflows

Leading Accounting Firm in Australia Standardises on Intapp Software to Connect Business Systems and Enhance Client Service Delivery

MELBOURNE, AUSTRALIA and PALO ALTO, CA--(Marketwired - September 15, 2016) - Intapp, a global leader in software for professional services firms, today announced that William Buck Victoria, a leading firm of Chartered Accountants and advisors based in Melbourne, has selected Intapp Flow software to automate client-facing workflows as well as internal business processes, as it moves toward a more digital office environment. By integrating multiple software systems -- including Reckon APS, NetDocuments and DocuSign -- Intapp Flow is helping to increase efficiency, enhance quality assurance, and improve visibility across the practice.

"Intapp software is providing us with visibility across service lines within Willian Buck Victoria, enabling us to connect a wide range of software applications via a single interface," said Lalitha Koya, IT Manager, William Buck Victoria. "Integrating our most critical systems has accelerated workflows and increased efficiency by eliminating duplication, reducing the reliance on paper, and avoiding manual re-entry of data. Increased transparency is also enabling better collaboration and improved client service, as both our clients and our internal stakeholders are able to quickly assess the status of specific deliverables and how they are progressing through the required review and approval processes."

"Throughout our 120-year history as a firm, we've challenged ourselves to deliver a unique, personalised service to our clients," said Fi Slaven, General Manager, William Buck. "Intapp has opened new possibilities -- helping us to realise new ways to add value for our clients and interact more easily -- by making the most of the technology, data and knowledge we already have today."

Intapp Flow provides an intuitive web-based interface that makes it straightforward for firms to connect applications and set up new workflows to streamline business processes. The software delivers advanced data and application management capabilities through Intapp Integrate -- now adopted by more than 500 organizations worldwide, including law firms, accounting firms, and financial services organizations.

"Making the most of a paperless office requires integrating your document management system with your existing systems, which often proves challenging. Intapp Flow and Intapp Integrate make it easy for accounting firms to connect their DMS with other applications in their environment, providing them with the flexibility to use best-of-breed tools or store data in the cloud if they choose," said Marin Sardelic, Managing Director, Intapp Australia. "We're very excited that William Buck Victoria is making Intapp part of its long-term vision to become more agile and transform the client experience."

In addition to Intapp Flow and Intapp Integrate, William Buck Victoria is also implementing Intapp Open software for client acceptance and onboarding.

About William Buck Victoria

William Buck is a leading firm of Chartered Accountants and advisors with offices across Australia and New Zealand. Its Melbourne office, William Buck Victoria, works with a vast range of medium-sized businesses, large corporations, and high net worth individuals, and has offices in Melbourne's CBD and Hawthorne East.

William Buck Victoria provides clients with an integrated service offering, where all divisions work together to achieve the best result for clients across Audit & Assurance, Business Advisory, Corporate Advisory, Superannuation, Tax, Business Recovery and Wealth Advisory.

About Intapp

Intapp provides software that enables 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 recognised as the most advanced in their respective categories -- client acceptance and onboarding, conflicts management, confidentiality management, workflow and process automation, application and 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, London 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