Surface annual reviews
See Corporate Messenger annual review information from the AccountKit dashboard.
AccountKit + NowInfinity
Keep corporate compliance in the client picture
Bring NowInfinity Corporate Messenger annual reviews, ASIC payments and other lodgement information into AccountKit.
NowInfinityCompliance dataConnected to your practice
- 01Review the company information
- 02Identify the item to follow up
- 03Open the client in NowInfinity
What connects
What you can do with NowInfinity
See payments and lodgements
Keep ASIC payment and other lodgement information visible with the rest of the client context.
Go back to the source
Click through to the applicable client in NowInfinity for the underlying corporate compliance work.
In practice
Follow up a corporate compliance item
Use AccountKit to see the company’s compliance context, then continue with the client in Corporate Messenger.
A NowInfinity workflow
- 01Review the company information
- 02Identify the item to follow up
- 03Open the client in NowInfinity
Your existing software, connected to the client work.
Connection setup
Bring NowInfinity into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your NowInfinity access
Have the person who manages your NowInfinity 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 NowInfinity 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
Which NowInfinity product does this connect?
AccountKit’s published integration describes NowInfinity Corporate Messenger, including annual reviews, ASIC payments and other lodgements.
Can we see NowInfinity with AccountKit before deciding?
Book an AccountKit demo and mention NowInfinity. 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
- 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
Annature
Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.
Explore integration - Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration
Your practice + NowInfinity
See how NowInfinity fits your firm’s work.
Bring your NowInfinity setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
