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AccountKit + Google Workspace

Keep Gmail conversations with the client record

Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.

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AccountKit
Google Workspace
EmailConnected to your practice
  1. 01Choose the Gmail conversation
  2. 02Capture it for the client
  3. 03Review the shared correspondence history
Follow the workflow

What connects

What you can do with Google Workspace

From the full integrations list
01

Capture relevant Gmail messages

Push client emails into AccountKit instead of leaving the only copy of the conversation in someone’s working inbox.

02

Reply using your own account

Send email from AccountKit through your connected email account.

03

Keep a group-level history

Find captured correspondence against the client and client group alongside the rest of the practice work.

In practice

Make a client email available to the next person

Capture a Gmail conversation in AccountKit when it contains information another team member will need for the client’s work.

Explore document management

A Google Workspace workflow

  1. 01Choose the Gmail conversation
  2. 02Capture it for the client
  3. 03Review the shared correspondence history

Your existing software, connected to the client work.

Connection setup

Bring Google Workspace into your AccountKit setup

Start with the accounts and permissions, then test the work your team needs to do.

  1. 01

    Check your Google Workspace access

    Have the person who manages your Google Workspace account confirm the access and permissions available for the connection.

  2. 02

    Confirm the AccountKit features you need

    Check your plan and connection requirements against the work you want Google Workspace to support.

  3. 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.

Talk through your setup → Check AccountKit plans

Before you connect

Can we connect Google Drive as well?

Yes. Google Drive is listed as a separate AccountKit integration for connecting client files to registers. The Gmail connection is for correspondence.

Can we see Google Workspace with AccountKit before deciding?

Book an AccountKit demo and mention Google Workspace. 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

Browse all integrations →

Your practice + Google Workspace

See how Google Workspace fits your firm’s work.

Bring your Google Workspace setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.

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