AccountKit Add-on for Gmail

The AccountKit Chrome Extension supercharges your email experience with AccountKit helping you centralise your client correspondence across your practice in the one place and giving you flexibility as to how you like to operate.

Here's the functionality available to AccountKit users.

• Send emails from AccountKit utilising your own Gmail account
• Push emails received from clients from Gmail into the correspondence register.
• Send emails from G-mail utilising clients, contacts and templates from within AccountKit.

Where you have a DMS system attached (like Google Drive, Sharepoint, Dropbox etc), you can attach and save attachments from within Gmail or AccountKit.

Why send emails to AccountKit? By saving into AccountKit's Correspondence Register, you're making the client contact that would otherwise be buried and hidden in a team members emails out into a central public space. Once in AccountKit, the whole team can then view the email and attachments across an entire family group on the client group summary page, giving you one view of all correspondence in the one place, whether it be email, meeting notes, file notes or SMS.

How the add-on works?

• Start by having the practice administrator authorise the integration within Practice Settings -> Integrations.