Connect the Box document store your firm already uses to AccountKit. Client files stay in Box, and each client and task links to its folder.
What the integration does
Keep Box in your practice setup. Use the Box document-management connection alongside AccountKit rather than changing cloud storage just to connect the practice.
Connect the supporting record. Use the Box connection when bringing client documents into your AccountKit document-management workflow.
Make Box 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 Box
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 Box setup and AccountKit plan; check the permissions and document features your team needs before rollout.
Does this replace Box’s own controls?
No. Box remains the document platform. Review access permissions and the document actions your firm needs as part of the connection setup.