{"id":898278,"date":"2025-10-21T11:48:07","date_gmt":"2025-10-21T15:48:07","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ostberg-sinclair-co-adopts-intapp-collaboration-to-activate-collective-firm-intelligence\/"},"modified":"2025-10-21T11:48:07","modified_gmt":"2025-10-21T15:48:07","slug":"ostberg-sinclair-co-adopts-intapp-collaboration-to-activate-collective-firm-intelligence","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ostberg-sinclair-co-adopts-intapp-collaboration-to-activate-collective-firm-intelligence\/","title":{"rendered":"Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence<\/b><\/p>\n<p><i>U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth<\/i><\/p>\n<p>PALO ALTO, Calif.&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Intapp&amp;index=1&amp;md5=e995c8dd1e60c8786e8dc94205aa11b3\">Intapp<\/a> (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that tax advisory firm <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fostbergsinclair.com%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Ostberg+Sinclair+%26amp%3B+Co&amp;index=2&amp;md5=dc5e3932bf76652fda212e04fa7ea2bc\">Ostberg Sinclair &amp; Co<\/a> has implemented Intapp Collaboration. Based on the Microsoft 365 platform, Intapp Collaboration is helping Ostberg Sinclair improve communications and document management to support the firm\u2019s growth goals.<\/p>\n<p><b>Leading change<\/b><\/p>\n<p>\nFounded in 2023, Ostberg Sinclair specializes in providing clear, actionable tax advisory services. The firm\u2019s adoption of Intapp Collaboration will help it create a modern, technology-supported engagement lifecycle and support its growth goals.<\/p>\n<p>\n\u201cWe wanted to modernize our document management efforts within the Microsoft platform,\u201d said Robyn Limmer, Partner at Ostberg Sinclair. \u201cWith Intapp Collaboration, we have a content management system that supports our unique workflows and files our documents and communications in the right workspaces with the click of a button. It has already improved knowledge sharing across the firm, and the structured approach to data governance will enable us to use AI effectively in the future.\u201d<\/p>\n<p><b>Enabling modern work<\/b><\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2Fcollaboration%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Intapp+Collaboration&amp;index=3&amp;md5=4e252f11c02a71edb164b407ff34bef1\">Intapp Collaboration<\/a> extends Ostberg Sinclair\u2019s Microsoft 365 solutions into a single, centralized hub for all documents, communications, and other client and engagement content. It houses all the firm\u2019s content, including documents and emails, so teams can easily access and file emails directly from Outlook.<\/p>\n<p>\nIntapp Collaboration automatically creates workspaces for new opportunities by generating Microsoft SharePoint and Teams environments with associated file structures \u2014 significantly accelerating the start of work on new engagements. This unified repository also provides greater structure and control around document versioning and co-authoring, while metadata tagging enables advanced search functionality.<\/p>\n<p><b>Successful deployment and adoption<\/b><\/p>\n<p>\nTo ensure a quick, successful deployment of Intapp Collaboration, Ostberg Sinclair worked with <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.forge.software%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Forge+Software&amp;index=4&amp;md5=90c8503f65f30cc07d4523ff90e74c32\">Forge Software<\/a>, an <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2Fpartner%2Fforge-software%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Intapp+partner&amp;index=5&amp;md5=ced0863ef08c903d95d667f04d4f0ca7\">Intapp partner<\/a> that specializes in helping advisory services implement and derive long-term value from their Intapp solutions. By taking a hands-on, tailored approach, Forge Software\u2019s experts were able to meet Ostberg Sinclair\u2019s strategic and technology needs and accelerate firmwide adoption.<\/p>\n<p>\n\u201cAdoption and usage are already increasing compared to our previous solution,\u201d said Limmer. \u201cWe were able to fine-tune the user experience specifically to our needs and ensure that our professionals could access everything they need right from Outlook.\u201d<\/p>\n<p>\n&#8220;Ostberg Sinclair is raising the bar for how accounting firms work \u2014 making collaboration and knowledge sharing central to growth,&#8221; said Tom Koehler, Global Managing Principal of Accounting and Consulting Industries at Intapp. &#8220;With Intapp Collaboration, they gain a scalable platform that empowers professionals, amplifies expertise, and drives client value.&#8221;<\/p>\n<p><b>About Intapp<\/b><\/p>\n<p>\nIntapp software helps professionals unlock their teams\u2019 knowledge, relationships, and operational insights to increase value for their firms. Using the power of Applied AI, we make firm and market intelligence easy to find, understand, and use. With Intapp\u2019s portfolio of vertical SaaS solutions, professionals can apply their collective expertise to make smarter decisions, manage risk, and increase competitive advantage. The world&#8217;s top firms \u2014 across accounting, consulting, investment banking, legal, private capital, and real assets \u2014 trust Intapp\u2019s industry-specific platform and solutions to modernize and drive new growth. For more information, visit <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.intapp.com%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=Intapp.com&amp;index=6&amp;md5=2fc448aee36d90ace3d2c005ea4ba8da\">Intapp.com<\/a> and connect with us on X, formerly Twitter (@intapp) and <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F64081%2F&amp;esheet=54342290&amp;newsitemid=20251021370722&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=7&amp;md5=838c9f5f13fc447990c2e6b5381c023b\">LinkedIn<\/a>.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20251021370722r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20251021370722\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20251021370722\/en\/<\/a><\/span><\/p>\n<p><b>Intapp<br \/>\n<\/b><br \/>Ali Robinson<br \/>\n<br \/>Global Media Relations Director, Intapp<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:press@intapp.com\">press@intapp.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America California<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Professional Services Business Technology Software Consulting Artificial Intelligence Accounting<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20251021370722\/en\/2507923\/3\/Intapp_Logo_FullColor_Positive.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth PALO ALTO, Calif.&#8211;(BUSINESS WIRE)&#8211;Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that tax advisory firm Ostberg Sinclair &amp; Co has implemented Intapp Collaboration. Based on the Microsoft 365 platform, Intapp Collaboration is helping Ostberg Sinclair improve communications and document management to support the firm\u2019s growth goals. Leading change Founded in 2023, Ostberg Sinclair specializes in providing clear, actionable tax advisory services. The firm\u2019s adoption of Intapp Collaboration will help it create a modern, technology-supported engagement lifecycle &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ostberg-sinclair-co-adopts-intapp-collaboration-to-activate-collective-firm-intelligence\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-898278","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ostberg-sinclair-co-adopts-intapp-collaboration-to-activate-collective-firm-intelligence\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Ostberg Sinclair &amp; Co adopts Intapp Collaboration to activate collective firm intelligence U.K. tax advisory firm uses Intapp Collaboration to enhance knowledge management using Microsoft 365 applications and enable strategic growth PALO ALTO, Calif.&#8211;(BUSINESS WIRE)&#8211;Intapp (NASDAQ: INTA), a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, today announced that tax advisory firm Ostberg Sinclair &amp; Co has implemented Intapp Collaboration. Based on the Microsoft 365 platform, Intapp Collaboration is helping Ostberg Sinclair improve communications and document management to support the firm\u2019s growth goals. Leading change Founded in 2023, Ostberg Sinclair specializes in providing clear, actionable tax advisory services. 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