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AccountKit integrates with SuiteFiles for better visibility of documents

By December 13, 2017April 4th, 2024No Comments

AccountKit recently launched brand new integrations with a number of cloud document management solutions, including SuiteFiles. We talked to Paul Murray, Co-Founder of AccountKit, about the benefits of this integration and why they decided to build this connection for accountants. 

 AccountKit team at Xerocon Melbourne 2017 AccountKit team at Xerocon Melbourne 2017

‘Everything at your fingertips’ is a promise many software providers make to businesses about their data. As the number of available apps multiplies, integrations provide necessary and valuable access to important client and business information across systems. AccountKit are making good on this promise to their accounting clients through their latest integration with SuiteFiles.

Through this SuiteFiles integration, AccountKit can:

  • Link source documents to entities, plus correspondence register, important document register, and mail register entries
  • Map clients to default folders in SuiteFiles, allowing for automatic saving when you drag and drop files to upload
  • Link source documents through other tools, like the equipment finance tool (Coming Soon)

Paul Murray, Co-Founder of AccountKit, saw the benefits of giving accountants easier access to their files. “People asked us if AccountKit was a document management system, but it only tracks the status of documents. A lot of people said it would be helpful if we could actually see those documents, which I absolutely agreed with.”

““I’m super excited to be connecting AccountKit to SuiteFiles, enabling accountants to connect client documentation direct to our tools and bringing efficiency and visibility to the whole team!” ”

— Paul Murray, Co-Founder of AccountKit

“This integration gives us access to source documents directly from within a CRM without having to drill through multiple layers of directory structure to find information. This ability – to not only find documents quickly, but to give staff access to them from one source – is hugely beneficial to practices who, by the very nature of the work we do, handle a lot of files. Or, if I’m on a phone call with a client, if someone else is reading my file notes, they can refer back to the documents I might be talking about.”

For accountants who want a transparent view of their files across systems, AccountKit’s integration with SuiteFiles offers a new level of efficiency and convenience.

You can read AccountKit’s original blog post about their CRM integrations here or test this integration out with a free trial of SuiteFiles.

What is AccountKit?

AccountKit is a toolkit made for accountants, by accountants. AccountKit’s suite of tools are designed to help you automate everyday tasks and to keep track of the important stuff in your practice. Use these tools to consolidate client information, automate compliance, and provide value-add opportunities for your clients.

Riley Malins

Author Riley Malins

Riley's expert advice on streamlining your business processes with SuiteFiles.

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