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 all AccountKit users:

• See client details and notes direct from G-mail
• Light interactions with your integrated DMS

Features Requiring Professional or Practice Tier.

• 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.
• Create and link to tasks in AccountKit workflow (requires Practice Tier)

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 space for the whole business to see.