All CollectionsIntegrationsDocument managementDocument managementSharePoint, OneDrive, FYI, SuiteFiles, Google Drive, Dropbox and Box.9 articlesDocument Management System (DMS) - BasicHow 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) - AdvancedAdvanced DMS functionality on Professional and Practice tiers — folder and document templates, the built-in PDF editor with redaction, and e-signing.SharePoint integrationConnect your SharePoint document library to AccountKit. Files stay in SharePoint with their permissions intact, and each client links to its folder.OneDrive integrationConnect your Microsoft cloud files to the client records that use them.Google Drive integrationLink Google Drive files to AccountKit registers so the source is close to the work.SuiteFiles integrationReference your existing SuiteFiles document library from AccountKit registers.FYI integrationLink FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.Dropbox integrationConnect your Dropbox client files to AccountKit’s registers and document workflow.Box integrationConnect the Box document store your firm already uses to AccountKit. Client files stay in Box, and each client and task links to its folder.
