Keep Box in your practice setup
Use the Box document-management connection alongside AccountKit rather than changing cloud storage just to connect the practice.
AccountKit + Box
Keep Box files close to the client work
Bring your Box document store into the AccountKit practice setup.
BoxDocumentsConnected to your practice
- 01Connect Box
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with Box
Connect the supporting record
Use the Box connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make Box 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 Box into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Box access
Have the person who manages your Box 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 Box 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
Does this replace Box’s own controls?
No. Box remains the document platform. Review access permissions and the document actions your firm needs as part of the connection setup.
Can we see Box with AccountKit before deciding?
Book an AccountKit demo and mention Box. 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 - 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 - 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 + Box
See how Box fits your firm’s work.
Bring your Box setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
