Keep your Dropbox document store
Connect the Dropbox files your firm already uses to the related AccountKit records.
AccountKit + Dropbox
Keep Dropbox files close to the client work
Connect your Dropbox client files to AccountKit’s registers and document workflow.
DropboxDocumentsConnected to your practice
- 01Connect Dropbox
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with Dropbox
Connect the supporting record
Use the Dropbox connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make Dropbox 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 Dropbox into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Dropbox access
Have the person who manages your Dropbox 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 Dropbox 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
Do we need to replace Dropbox?
No. Dropbox remains your connected cloud document provider. AccountKit brings the documents into the context of the client and the work.
Can we see Dropbox with AccountKit before deciding?
Book an AccountKit demo and mention Dropbox. 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
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 + Dropbox
See how Dropbox fits your firm’s work.
Bring your Dropbox setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
