Share a client message
Send a recorded phone message to the Slack channel your team uses to coordinate the work.
AccountKit + Slack
Bring client updates into the team conversation
Send phone messages, client file notes and supported tool notifications from AccountKit into Slack.
SlackCommunicationConnected to your practice
- 01Record the call in AccountKit
- 02Share the message to Slack
- 03Coordinate the follow-up
What connects
What you can do with Slack
Put file notes in context
Share the AccountKit client note with the people who need to know what happened.
Notice tool updates
Receive supported AccountKit tool notifications in Slack, alongside the team’s other conversations.
In practice
Let the team know a client has called back
Record the client message once in AccountKit and share it to Slack for the team’s next action.
A Slack workflow
- 01Record the call in AccountKit
- 02Share the message to Slack
- 03Coordinate the follow-up
Your existing software, connected to the client work.
Connection setup
Bring Slack into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your Slack access
Have the person who manages your Slack account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want Slack to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
Can Slack replace the client file note?
Keep the client record in AccountKit and use Slack to bring it to the team’s attention. That gives the conversation a destination without making the channel your filing system.
Can we see Slack with AccountKit before deciding?
Book an AccountKit demo and mention Slack. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Email
Google Workspace
Capture relevant Gmail correspondence in the client record, separately from Google Drive file storage.
Explore integration - Communication
Twilio
Send and receive SMS from AccountKit through your own Twilio account, capturing messages against the applicable client and client group.
Explore integration - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration
Your practice + Slack
See how Slack fits your firm’s work.
Bring your Slack setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
