Document management
Every email, file and signature, filed to the right client group
AccountKit captures client correspondence against the group it belongs to and files it to the document system your firm already pays for, so the history is there when a colleague picks up the job.
The working papers stay in SharePoint; AccountKit keeps the link beside the job.
Harbour Group / Harbour Family Trust / FY26 / Working papers
Click through the sample job, correspondence and source folder
Document management × e-signing
From the client file to a signed, trackable request.
Choose a document in the connected folder, prepare it for e-signing, then keep an eye on the envelope from your dashboard.
▤ Document Management
2024 Financials – Bull Antics Pty Ltd (to sign)Bull Antics Pty LtdDraftPaul Murray24 Sep 2026E-sign templateBull Antics Pty LtdDraftMatthew Taylor23 Sep 2026Inter-entity loan reconciliationBull Antics Pty LtdIn progressPaul Murray13 Aug 2026
Activity statementBull Antics Pty LtdActiveBen Barker26 Nov 20252024 Financials – Bull Antics Pty LtdBull Antics Pty LtdCompletedPaul Murray12 Jun 2025Engagement letter – family groupRJ & AJ Bull Family GroupCompletedPaul Murray22 Jan 2025Workflow × document management
The client folder stays with the job, from setup to sign-off.
Keep the client and job in view as you inspect the source folder and set up the folders a new client needs.
♧ WorkflowWork in your own DMS
More than a shortcut to the folder.
AccountKit sits over the document system you already use. Pick an action to see how your team can work with client files.
Drop a file into the right client folder.
A new document lands against Bull Antics Pty Ltd without making a second library.
Illustrative AccountKit-style interface with sample files. Controls show the workflow; they do not edit or upload documents.
What your team stops doing
The client file stops depending on whose inbox it went to.
Your DMS stays the store of record. AccountKit adds the filing rules, the register and the link from every job to the folder behind it.
01Correspondence register
Client history survives staff turnover.
Capture relevant Outlook or Gmail mail against the client group, so a new manager can read the thread.
02Your folders
Open the client folder straight from the job.
Every client and workflow task links to the underlying folder in SharePoint, SuiteFiles, OneDrive, Dropbox, Google Drive, Box or FYI, with your naming conventions left alone.
See the integrations03Advanced DMS
Set up a new client without building folders by hand.
Bulk folder creation, document templates and PDF editing sit in the same place as the client group and its jobs.
04E-signing
Know which engagement letters are still out.
Send for signature through Annature or FuseSign from inside the job. The status comes back to one e-signing dashboard and the executed copy files itself to the group.
Where your documents live
Your files stay in your DMS, not in another copy of it.
AccountKit keeps the index and the links. The documents themselves stay with the provider your firm already chose.
- Where the documents stay
- Your DMSAccountKit does not store the underlying documents.
- Encryption at rest
- AES-256
- Encryption in transit
- TLS 1.2+
- ISO/IEC 27001:2022 certified
- ISO 27001
A firm running SharePoint and FuseSign
Keystone Advisory & Tax cut the rework out of Division 7A and simplified its stack.
“It’s about making it easy to find all that information, so having that connection with your clients is still as easy to do.”
- of rework removed each time a Division 7A review comes back with a change
- 1 hour+
- people on the team, including a new starter already “super proficient”
- 12
- years of testing on a single client before the whole stack moved
- 2
The heart of your firm
Keep your DMS and give every client one filed history.
Connect the document system and e-signing you already use, then file a real week of client mail to the right groups.
Start a free 14-day trial
Create the account and bring in the client list your firm already works from.
Shape your AccountKit
Choose the tools, views and workflows that match the jobs your team needs to run.
Put it to work
Use AccountKit with real client work and decide what belongs in your practice stack.