Keep SharePoint as your document store
Connect your existing SharePoint files to the client work in AccountKit, with underlying document permissions respected.
AccountKit + SharePoint
Keep SharePoint files close to the client work
Keep your Microsoft document library connected to client work.
SharePointDocumentsConnected to your practice
- 01Connect SharePoint
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with SharePoint
Connect the supporting record
Use the SharePoint connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make SharePoint 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 SharePoint into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your SharePoint access
Have the person who manages your SharePoint 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 SharePoint 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 AccountKit bypass SharePoint permissions?
No. AccountKit’s document-management guide specifically explains that the connected DMS permissions still apply, including SharePoint restrictions.
Can we see SharePoint with AccountKit before deciding?
Book an AccountKit demo and mention SharePoint. 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
OneDrive
Connect your Microsoft cloud files to the client records that use them.
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 + SharePoint
See how SharePoint fits your firm’s work.
Bring your SharePoint setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
