AccountKit is a toolkit made specifically for accountants and bookkeepers to automate those everyday tasks and centralise client information in the one place.
The Outlook Integration only directly works with the Correspondence Register within AccountKit, but beyond this tool there are a number of other available tools within the toolkit as follows:
This addon for Outlook requires that you have a subscription with AccountKit (either in trial or a full paid subscription) and an active Office365 subscription. By installing the addon, you will be able to push emails and attachments direct into the Correspondence Register with attachments optionally saved to any document management systems (eg. OneDrive) you have connected to AccountKit.
To install the addon, simply follow the instructions found here:
Alternatively, follow these steps:
Each user must:
See the above helpfile for more details on how to then use the addon.