Send and receive emails from Gmail into AccountKit to centralise client correspondence across your practice in the one place.
AccountKit Add-on for Gmail Extension
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.
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.
- Each user then needs to then authorise Google access to their AccountKit account from the \"My Profile\" page.
- Head into the Chrome Extensions store and enable the extension.
- Log in to your Gmail where you'll now find the AccountKit logo in the right panel.
- Log in to AccountKit from within Gmail.
- You will then be able to select a client name (and file location where enabled) and see client details before assigning a message to the Correspondence Register. Not only that, you can drag and drop files straight into the connected DMS or link the email to a workflow task.
- When you create a new email, you have the option to choose a contact, email address, client to attribute the email to, any attachments + the ability to insert one of the text templates from within AccountKit. Optionally you can also attribute this to the Correspondence Register & link to a workflow task upon send too.
About AccountKit:
AccountKit is a suite of tools to assist accountants and bookkeepers with the administration, compliance and advisory areas of their practice.
Equipment finance automates the posting and reconciling of your equipment loans, while the inter-entity loan tool enables you to reconcile loans between entities on the one screen without having to login to the underlying Xero file. Our client group page then consolidates a view across all tools including: Dashboards from BGL and NowInfinity; a snapshot of all inter-entity loans, business structure diagrams, equipment finance schedules and associated communication, mail and important documents; All to give your team total visibility in one place about each client group with minimal clicks.
Source Manifest.json
How to download and manually install AccountKit Add-on for Gmail extension for Chrome
Looking for a way to install AccountKit Add-on for Gmail extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.
However, you may need to install AccountKit Add-on for Gmail extensions manually, this article outlines two simple methods to effortlessly install AccountKit Add-on for Gmail extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.
Method 1: Download AccountKit Add-on for Gmail extension and manually install through Drag &Drop
If you ever need to manually install a AccountKit Add-on for Gmail extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.
Step 1: Download the AccountKit Add-on for Gmail Extension by clicking the "Download CRX" button on the website.
Look for the AccountKit Add-on for Gmail extension you wish to install. Go to the website and download the AccountKit Add-on for Gmail extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for AccountKit Add-on for Gmail extension that contains all the data.
Step 2: Extract &Arrange Files
Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.
Step 3: Go to the Chrome Extensions Page
Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.
Step 4: Drag and Drop the Extension
Now, go to the folder where you extracted the AccountKit Add-on for Gmail extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.
Step 5: Complete the Installation
Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.
Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.
Method 2: Download AccountKit Add-on for Gmail extension for Chrome and install in Developer Mode
This is another method to install AccountKit Add-on for Gmail extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.
Step 1: Download the AccountKit Add-on for Gmail extension file
Select and download the AccountKit Add-on for Gmail extension by clicking the 'Download CRX' button on the website.
Step 2: Extract the downloaded contents
Convert the file to a ZIP file if it is in CRX format then extract the AccountKit Add-on for Gmail extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your AccountKit Add-on for Gmail extension running.
Step 3: Open Chrome Extension Setting Page
In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.
Step 4: Enable Developer Mode
After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.
Step 5: Load the Unpacked Extension
Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."
Step 6: Select the Extension Folder
Once the pop-up opens upon clicking Load unpacked, select the AccountKit Add-on for Gmail extension directory and click on the "Select Folder "button.
Step 7: Confirm and Install
After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.
Conclusion
Here we've made a step-by-step guide on How to manually install AccountKit Add-on for Gmail extension in 2 ways. We hope this guide proves helpful.
Similar Extensions
AI-Bookkeeper by Booke AI 71 7 ★ 120KiB
XBert Extension 71 4 ★ 584KiB
GQueues Chrome Extension 71 61 ★ 755KiB
Email Eye - Email Tracker for Gmail 71 0 ★ 2.49MiB
MailWall 71 1 ★ 919KiB
Cyber Web Tools 71 6 ★ 340KiB
Dextension 71 5 ★ 4.76MiB
Transfer PCloud to Google Drive 71 2 ★ 946KiB
Pakcoin Wallet Extension 71 0 ★ 4.22KiB
CyberArk Identity Browser Extension 71 22 ★ 577KiB
ClickUp: Tasks, Screenshots, Email, Time 71 287 ★ 4.32MiB
GQueues for Google Calendar 71 18 ★ 500KiB
CJ ToolBox 71 0 ★ 680KiB
Hiver - Gmail-based customer service solution 71 284 ★ 11.6MiB
Free Accounting Software by SlickPie 71 56 ★ 40.52KiB
SuiteFiles 71 9 ★ 421KiB
Recurring Email 71 27 ★ 161KiB
Check Scanner for CX30 71 0 ★ 168KiB
Xero Reconcile Robot 71 8 ★ 17.49KiB
Recurring emails for Gmail 71 197 ★ 407KiB
Hackers toolkit 71 25 ★ 211KiB
Test CreditCards for PostFinance FlexCheckout 71 1 ★ 12.43KiB
FirstData.lv Testing Tool 71 2 ★ 31.31KiB