Link Google Drive files to AccountKit registers so the source is close to the work.
What the integration does
Use the files already in Drive. Link your existing Google Drive client files to AccountKit registers instead of maintaining a separate set of supporting documents.
Connect the supporting record. Use the Google Drive connection when bringing client documents into your AccountKit document-management workflow.
Make Google Drive part of the client workflow
Start with a client whose documents your team knows well. Connect the document location, check the team’s access and confirm how those files support the work in AccountKit.
Connect Google Drive
Check the client’s document location
Use the files with the client work
What it doesn’t do
Your files remain in the connected document platform. Available actions depend on your Google Drive setup and AccountKit plan; check the permissions and document features your team needs before rollout.
Can we use Google Drive with Gmail?
Yes. AccountKit lists separate integrations for Google Drive documents and Gmail correspondence, so you can connect each part of your Google setup.