The connected practice
Keep the systems your firm relies on connected to the work
Client details, messages, source files and signatures stay connected around the work in AccountKit. Explore the live integrations below; future connections are labelled coming soon.
Featured integrations
AccountKit sits in the middle, not on top
Client and contact details come in from Xero Practice Manager. AccountKit jobs stay in AccountKit, while time syncs to XPM and supported journals can post to Xero. Mail, documents and signatures stay in the tools your firm already pays for.
The connected practice
Find the software your firm already uses
Choose an app to see what connects, how it fits the client work and what you need to set it up.
Showing all 19 integrations
- Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - Xero
Xero
Bring Xero balances into AccountKit’s accounting tools and post supported journals back, so your schedules and ledger work stay connected.
Explore integration - Documents
FYI
Link FYI documents to AccountKit tools, browse files by client group and send completed reports, maps and schedules back to FYI.
Explore integration - 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 - Email
Google Workspace
Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.
Explore integration - Communication
Microsoft Teams
Send phone messages, client file notes and supported AccountKit tool notifications to Microsoft Teams.
Explore integration - Communication
Slack
Send phone messages, client file notes and supported tool notifications from AccountKit into Slack.
Explore integration - Communication
Twilio
Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.
Explore integration - Compliance data
CAS 360
Surface CAS 360 annual reviews, ASIC payments and other lodgement information in AccountKit, with a direct route back to the client in CAS 360.
Explore integration - Compliance data
SimpleFund 360
Surface SimpleFund 360 information in AccountKit and click through to the applicable client when you need to work in the SMSF platform.
Explore integration - Compliance data
NowInfinity
Bring NowInfinity Corporate Messenger annual reviews, ASIC payments and other lodgement information into AccountKit.
Explore integration - Documents
SharePoint
Keep your Microsoft document library connected to client work.
Explore integration - Documents
OneDrive
Connect your Microsoft cloud files to the client records that use them.
Explore integration - Documents
Google Drive
Link Google Drive files to AccountKit registers so the source is close to the work.
Explore integration - Documents
Dropbox
Connect your Dropbox client files to AccountKit’s registers and document workflow.
Explore integration - Documents
Box
Bring your Box document store into the AccountKit practice setup.
Explore integration - Documents
SuiteFiles
Reference your existing SuiteFiles document library from AccountKit registers.
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 - 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
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Ask us about your software →See the bigger picture
Explore your connected practice
Use the interactive map to explore the relationships around AccountKit. Each app’s page explains the supported work in more detail.
Open the interactive integration map
19 integrations
AccountKit sits in the middle, not on top
Client and contact details come in from Xero Practice Manager. AccountKit jobs stay in AccountKit, while time syncs to XPM and supported journals can post to Xero. Mail, documents and signatures stay in the tools your firm already pays for. Hover any app to see the relationship.Choose any app to see the relationship.
Your stack, connected
Map the systems your firm already uses to one connected workflow.
Book a demo with the apps your team relies on. We’ll show what moves into AccountKit, what stays in its source system and where the repeated handling disappears.
