Use the files already in Drive
Link your existing Google Drive client files to AccountKit registers instead of maintaining a separate set of supporting documents.
AccountKit + Google Drive
Keep Google Drive files close to the client work
Link Google Drive files to AccountKit registers so the source is close to the work.
Google DriveDocumentsConnected to your practice
- 01Connect Google Drive
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with Google Drive
Connect the supporting record
Use the Google Drive connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make Google Drive 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.
A Google Drive source document linked to a training record in AccountKit.
Connection setup
Bring Google Drive into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Google Drive access
Have the person who manages your Google Drive account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Google Drive to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Can we use Google Drive with Gmail?
Yes. AccountKit lists separate integrations for Google Drive documents and Gmail correspondence, so you can connect each part of your Google setup.
Can we see Google Drive with AccountKit before deciding?
Book an AccountKit demo and mention Google Drive. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Email
Google Workspace
Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.
Explore integration - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - E-signing
FuseSign
Launch FuseSign signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.
Explore integration
Your practice + Google Drive
See how Google Drive fits your firm’s work.
Bring your Google Drive setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
