Works with your systems.
PrepDesk hands back files, so it fits around what your firm already uses. Here is what is live, what is being built and what is planned, labelled as it is today.
Live today
- Upload
- Download
That is all that is live. Nothing below is available yet.
In build
FYI
Microsoft SharePoint
OneDrive
Google Drive
Dropbox
Sign in with Microsoft
Sign in with Google
File stores will read only the files and folders you pick, never a whole drive.
Planned
Xero Practice Manager- Xero
MYOB
QuickBooks
Karbon
SuiteFiles- ATO pre-fill report
Outlook
Gmail
Planned means not started or not finished, with no date promised here.
What each connection does
One line each, under the same three labels.
Live today
- Upload. Drop files or a whole folder exported from your document system.
- Download. The pack as a PDF and the workbook as Excel, to file wherever your team works.
In build
- FYI. Bring a client’s documents for a year into a job, and file the pack back to that client.
- Microsoft SharePoint. Pick the files to bring in, and save the pack to a folder.
- OneDrive. The same: pick files in, save the pack out.
- Google Drive. The same: pick files in, save the pack out.
- Dropbox. The same.
- Sign in with Microsoft. Staff sign in with their work account.
- Sign in with Google. Staff sign in with their work account.
Planned
- Xero Practice Manager. Clients and jobs, so nothing is retyped.
- Xero. Ledger reports for business jobs.
- MYOB. Ledger reports for business jobs.
- QuickBooks. Ledger reports for business jobs.
- Karbon. Documents in, the pack out.
- SuiteFiles. Documents in, the pack out.
- ATO pre-fill report. Read as a document your firm uploads, to check the pack against.
- Outlook. Emails with attachments, for a person to sort.
- Gmail. Emails with attachments, for a person to sort.
The names and logos above say what PrepDesk works with or intends to. They belong to their owners. PrepDesk is not endorsed by, or in a partnership with, any of them. How data from a connected service is handled is set out in the privacy policy and on the security page.
All product names and logos are trademarks of their respective owners. Google Drive is a trademark of Google LLC.