Keep working with Microsoft files
Connect OneDrive as your document-management provider while keeping your files in the Microsoft environment.
AccountKit + OneDrive
Keep OneDrive files close to the client work
Connect your Microsoft cloud files to the client records that use them.
OneDriveDocumentsConnected to your practice
- 01Connect OneDrive
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with OneDrive
Connect the supporting record
Use the OneDrive connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make OneDrive 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.
Client folder templates in AccountKit. Available features depend on your provider and plan.
Connection setup
Bring OneDrive into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your OneDrive access
Have the person who manages your OneDrive 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 OneDrive 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
Is OneDrive the same connection as Outlook?
No. OneDrive is for document storage. The Microsoft 365 email connection is for Outlook correspondence.
Can we see OneDrive with AccountKit before deciding?
Book an AccountKit demo and mention OneDrive. 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
Microsoft 365
Capture Outlook correspondence in AccountKit and send email using your own account, keeping conversations connected to the client and client group.
Explore integration - Documents
SharePoint
Keep your Microsoft document library connected to client work.
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
Your practice + OneDrive
See how OneDrive fits your firm’s work.
Bring your OneDrive setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
