AccountKit

Xero

Cloud accounting software for small business. Find out how you can get the most out of our loan reconciliation tool and equipment finance calculator by sharing data securely between Xero and AccountKit - plus display key practice financials on your dashboard. Find out more about our integration with Xero here.

Xero Practice Manager

Manage your cloud-based practice with Xero Practice Manager. When connected, AccountKit and Xero Practice Manager share data back and forth, ensuring client and practice information is kept consistent and up-to-date.

Microsoft Outlook

By integrating Microsoft Outlook with AccountKit, you can push emails into or send from AccountKit using your own email address all whilst capturing your important client emails in one central location with your other client correspondence and information. A true single view of your client by family group in one place.

Gmail

By integrating Gmail with AccountKit, you can push emails into or send from AccountKit using your own email address all whilst capturing your important client emails in one central location with your other client correspondence and information. A true single view of your client by family group in one place.

BGL CAS 360

BGL's CAS 360 helps manage corporate compliance and ASIC administration in the cloud. Integrate with AccountKit to get visibility over your annual reviews, ASIC payments and other lodgements via the ASIC dashboard with direct click through to the underlying client.

BGL SimpleFund 360

BGL's SimpleFund 360 is intelligent, cloud-based SMSF software for accountants to efficiently manage the compliance and administration of self-managed superannuation funds. Integrate with AccountKit to surface clients superfund information with direct click through to the underlying client.

NowInfinity

NowInfinity’s Corporate Messenger helps manage corporate compliance and ASIC administration in the cloud. Integrate with AccountKit to get visibility over your annual reviews, ASIC payments and other lodgements via the ASIC dashboard with direct click through to the underlying client.

Slack

By integrating with Slack you will enable the sending of phone messages and other client file notes to a channel or direct to your team along with notifications in relation to other tools within the toolkit. See here for more details.

FYI (in Beta)

FYI is so much more than a document management system! Store every email, document and client interaction in the cloud and automate repetitive processes.

SuiteFiles

SuiteFiles is easy cloud-based file management including a client portal and e-signing capabilities. Keep track of your practice’s important documents and reference them via the relevant registers in AccountKit.

Nimbus Portals

Nimbus is your time-saving cloud document management software including a customer portal for securely sharing and signing client documents.

Google Drive™

Google Drive is a safe place for all your files. Manage and share your practice's important documents from one central cloud-based location, while integrating with AccountKit's registers for handy retrieval.

Dropbox

By connecting Dropbox to AccountKit, you’ll be able to save and store documents in the cloud and ensure they link up to AccountKit’s registers for secure storage and instant future reference.

OneDrive

OneDrive is Microsoft's cloud-based document management system. It integrates seamlessly with Microsoft Office in real time, enables you to sync your files across different devices and much more.

Box

With Box, you'll be able to keep you files secure with enterprise-level security and compliance features. And being cloud-based, you can use it to share and edit your files, wherever you are.

Twilio

We utilise Twilio to facilitate sending and receiving SMS message from within AccountKit, capturing those messages back against the applicable client and client group. See here for more details.

Integration partners