Connect your Dropbox client files to AccountKit’s registers and document workflow.
What the integration does
Keep your Dropbox document store. Connect the Dropbox files your firm already uses to the related AccountKit records.
Connect the supporting record. Use the Dropbox connection when bringing client documents into your AccountKit document-management workflow.
Make Dropbox 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 Dropbox
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 Dropbox setup and AccountKit plan; check the permissions and document features your team needs before rollout.
Do we need to replace Dropbox?
No. Dropbox remains your connected cloud document provider. AccountKit brings the documents into the context of the client and the work.