Document Management System Made Easy with AccountKit

Managing documents across multiple clients while ensuring ease of access, security, and speed can be a challenging task for accounting firms. AccountKit simplifies this by integrating with the best breed of Document Management Systems (DMS), such as SharePoint, Google Drive, FYI, Suitefiles and more. This integration brings the power of these systems to where accountants work—whether it’s in email, workflows, or tools within AccountKit—making document management seamless, secure, and more efficient.

Learn more about AccountKit’s DMS integrations and how they can streamline your document management process.

Seamless Access to DMS Saving Time and Effort

Searching through different platforms to find essential files can waste valuable time. With AccountKit, you can centralise all client-related files in one location. Whether you’re using the mainstream options such as Sharepoint, Google Drive, Dropbox, or the likes of SuiteFiles or FYI, AccountKit integrates with these popular cloud storage systems, so everything is easily accessible without jumping between platforms.

What’s important is that user permissions set within the underlying DMS are fully respected. If a user doesn’t have the necessary permissions within SharePoint, for instance, they won’t be able to access or edit files through AccountKit either. 

But further to this, having what amounts to a skin over the top of your existing DMS means with no effort by you,  you’re centralising your storage and bringing your DMS into where you actually work. This is even more streamlined than how you used to work across your local computer and server, with reduced time spent searching, renaming, and editing documents - time better spent on valuable client work. 

Explore more about AccountKit’s seamless DMS integrations.

Custom Folder Structures Tailored to Your Firm’s Needs

One of the standout features of AccountKit that we love is the ability to create custom folder structures that can be set up in bulk, tailored to your firm’s exact needs enforcing standardisation and organised structures with no effort required. What makes this even more efficient is that you can create or apply a template folder structure from wherever you’re working in AccountKit. Whether you’re in a workflow task, in a tool, or on the family group page, you can instantly create an entire folder structure with just a few clicks. Imagine you’re setting up a client for the first time, and within 2 clicks you have a nested folder structure setup and linked to the client for all to access.

Read more about how custom folder structures simplify document management

Drag and Drop Files from Email or Desktop for Fast Uploads

Managing document uploads has never been easier. With AccountKit, you can quickly drag and drop files directly into the system from your email, desktop, or browser. This eliminates the need for tedious downloads and uploads and lessens the scope for putting files in the wrong place, given you are automatically directed to the clients bookmarked folder. Whether you’re managing invoices, contracts, or bank statements, simply drag files into your clients DMS folders and they will be instantly available in the client’s file structure. No need to wait for a sync to happen.

Rename and Edit Documents as You Would Locally

Transitioning to the cloud doesn’t mean losing the familiarity of working locally. AccountKit makes it easy to rename and edit files directly from the cloud, just as you would in Windows Explorer or a local system. For example, you can double-click to open documents or use familiar shortcuts like F2 to rename files quickly. You can even do this from within your email!

This functionality is essential for teams transitioning to cloud-based document management, as it ensures there’s no drop in productivity and less friction when introducing a change to a familiar desktop process. You can continue working as you always have while enjoying the benefits of cloud-based accessibility and real-time collaboration. 

Learn more about how you start renaming and editing files with ease in AccountKit.

Edit PDFs Without Leaving the Browser

Gone are the days of downloading a PDF, editing it, and re-uploading it. With AccountKit, you can edit PDFs directly within the browser - a feature that is available on the Professional and Practice subscription. Whether you need to add comments, collate documents, or simply highlight a balance sheet verification, everything can be done within the system without leaving the cloud environment.

This feature is particularly useful when dealing with day to day reconciliations, , allowing you to quickly save down and mark-up any verifications as you go through your day to day compliance work. All without leaving AccountKit.

Explore how PDF editing in the browser can enhance your document management.

E-Signing and Automate Filing

With AccountKit’s integration with e-signing tools like Annature and FuseSign, triggering and managing e-signatures is easier than ever. You can initiate the signing process directly from AccountKit and track the status of signatures in real-time via the e-signing dashboard. Once the document is signed, it is automatically filed back into its original location whilst notifying the admin team of its completion. Our admin team particularly loves this specific piece of functionality, but the visibility afforded all team members on the status of e-signing is also a significant bonus.

This automated process reduces manual filing and ensures that documents are not misplaced.

Learn more about e-signatures and automating filing through AccountKit

Link Source Documents for Faster Access

AccountKit further improves efficiency by allowing you to link source documents—such as equipment finance contracts or Division 7A loan agreements—directly to the relevant tool or schedule within the platform. For instance, you can link a CPD certificate to your professional development tracker or a trust deed to a client’s important documents. This means fewer clicks and faster access to crucial files.

Explore how AccountKit’s Professional Development Register links source documents to tools.

With AccountKit’s deep integration with SharePoint and other leading DMS platforms, accounting firms can access, edit, and manage documents seamlessly. From drag-and-drop uploads to PDF editing and e-signing automation, AccountKit ensures that working in the cloud feels intuitive while providing all the control, security, and permissions you’d expect.

Get started with AccountKit today and see how its integrations can transform your workflow.

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