AccountKit

Integrations

Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.

Xero Practice Manager integration

Bring Xero balances into AccountKit’s accounting tools and post supported journals back, so your schedules and ledger work stay connected.

Xero integration

How to connect, disconnect, and troubleshoot the Xero integration that powers reconciliation and finance tools in AccountKit.

Connecting Xero to AccountKit

Connect Xero to see your practice’s key financial statistics on your dashboard.

Xero Dashboard

Keep your client list in sync between Xero Practice Manager and AccountKit, including what does and doesn’t sync.

XPM integration: sync Xero Practice Manager with AccountKit

Client sync with XPM, time to XPM, and journals posted to Xero.

Xero and Xero Practice Manager

How to connect a document management system to AccountKit, set default folders, link and upload files, and browse client documents across tools.

Document Management System (DMS) - Basic

Advanced DMS functionality on Professional and Practice tiers — folder and document templates, the built-in PDF editor with redaction, and e-signing.

Document Management System (DMS) - Advanced

Connect your SharePoint document library to AccountKit. Files stay in SharePoint with their permissions intact, and each client links to its folder.

SharePoint integration

Connect your Microsoft cloud files to the client records that use them.

OneDrive integration

Link Google Drive files to AccountKit registers so the source is close to the work.

Google Drive integration

Reference your existing SuiteFiles document library from AccountKit registers.

SuiteFiles integration

Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.

FYI integration

Connect your Dropbox client files to AccountKit’s registers and document workflow.

Dropbox integration

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.

Box integration

SharePoint, OneDrive, FYI, SuiteFiles, Google Drive, Dropbox and Box.

Document management

Capture Outlook correspondence in AccountKit and send email using your own account, keeping conversations connected to the client and client group.

Microsoft 365 (Outlook) integration

Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.

Google Workspace (Gmail) integration

Connect Outlook so client emails go into the Correspondence Register and attachments save straight to your DMS.

Setting up Office 365 (Outlook) email integration

Connect Gmail so client emails go into the Correspondence Register and attachments save straight to your DMS.

Setting up Gmail email integration

Capture Outlook and Gmail correspondence against the client.

Email

Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.

Twilio (SMS) integration

Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.

Microsoft Teams integration

Send phone messages, client file notes and supported tool notifications from AccountKit into Slack.

Slack integration

Connect Microsoft Teams to push AccountKit events and correspondence entries to a channel.

Setting up Microsoft Teams

Connect Slack to push AccountKit events and correspondence entries to a channel or person.

Setting up Slack

Send SMS updates, reminders and announcements to clients from AccountKit.

Setting up SMS

Microsoft Teams, Slack and Twilio updates from AccountKit.

Communication

Launch FuseSign signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.

FuseSign integration

Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.

Annature integration

Send documents from your DMS for signing with FuseSign or Annature, and track them from AccountKit.

E-signing in AccountKit

Connect Annature to send documents from AccountKit for digital signing.

Annature integration: e-signing from AccountKit

Connect FuseSign to send documents from AccountKit for digital signing.

FuseSign e-signing integration for AccountKit

Send and track signing through FuseSign or Annature.

E-signing

Bring NowInfinity Corporate Messenger annual reviews, ASIC payments and other lodgement information into AccountKit.

NowInfinity integration

Surface SimpleFund 360 information in AccountKit and click through to the applicable client when you need to work in the SMSF platform.

SimpleFund 360 integration

Surface CAS 360 annual reviews, ASIC payments and other lodgement information in AccountKit, with a direct route back to the client in CAS 360.

CAS 360 integration

Connect NowInfinity Corporate Messenger to see key ASIC details on your dashboard and client pages.

NowInfinity integration: Corporate Messenger in AccountKit

Connect BGL CAS 360 to see key ASIC details on your dashboard and client pages.

BGL CAS 360 integration: ASIC data in AccountKit

Connect BGL SimpleFund 360 to see key fund information on your client and client group pages.

BGL SimpleFund 360 integration: fund data in AccountKit

Open GovReports for any client straight from AccountKit to reach their ATO data.

GovReports

CAS 360, NowInfinity and SimpleFund 360 information alongside the client.

Compliance data

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Connect the tools your team already uses to bring data in.

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