Important items register
Know where important items are
Track documents and physical items entrusted to the practice, including who holds them and where they were last recorded.
Full functionality on the Professional tier
Published AccountKit product screenshot; the interface may have changed since capture.
Inside the tool
A custody record people can actually use
These sample items show the register’s purpose; they are not real client property.
Important items registerInteractive preview · sample dataSelected entry 01
Trust deed
Note the document’s location and responsible person.
A clear place to start when the client calls.
Selected entry 02
Land title
Record when a physical document moves offsite.
Preserve the handover history.
Selected entry 03
Practice asset
Keep issued devices or access items visible.
Know what needs returning.
Interactive demonstration with sample data, based on the AccountKit interface.
Make it your practice
Put this tool to work with your clients
Start a free 14-day trial with your own client list, or see this workflow with the AccountKit team.
