Use your existing document library
Connect the documents already in SuiteFiles to the applicable records in AccountKit.
AccountKit + SuiteFiles
Keep SuiteFiles files close to the client work
Reference your existing SuiteFiles document library from AccountKit registers.
SuiteFilesDocumentsConnected to your practice
- 01Connect SuiteFiles
- 02Check the client’s document location
- 03Use the files with the client work
What connects
What you can do with SuiteFiles
Connect the supporting record
Use the SuiteFiles connection when bringing client documents into your AccountKit document-management workflow.
In practice
Make SuiteFiles 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 SuiteFiles into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your SuiteFiles access
Have the person who manages your SuiteFiles 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 SuiteFiles 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 have to move our SuiteFiles library?
The published integration is designed to reference the existing document library from AccountKit’s registers. Confirm your library mapping during setup.
Can we see SuiteFiles with AccountKit before deciding?
Book an AccountKit demo and mention SuiteFiles. 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 - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
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 + SuiteFiles
See how SuiteFiles fits your firm’s work.
Bring your SuiteFiles setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
