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Email, Files, Contacts and more

PracticeApp + Google Workspace

Connect your practice’s Google Workspace mailboxes, Drive and Contacts. Email is matched to the right client, every client gets a tidy Drive folder tree, and contact changes coming from Google wait in Approval before anything is altered.

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What it does

Gmail, Drive and Contacts, organised around your clients.

  • Connect each Google Workspace mailbox once; mail is matched to the client by address.
  • Reply from PracticeApp with templates, send later or save drafts, and open any client’s email history.
  • Choose which team members can see each connected mailbox.
  • Your folder templates build a Google Drive tree for each new client, VAT quarter and accounts year. Nothing is renamed or moved.
  • Sync clients with Google Contacts; changes, deletions and renames from Google wait in Approval first.
accounts@yourfirm.co.ukSynced
Sample Company Ltd
Re: Records for year end — attached bank statements Needs reply›
Sample Trading Ltd
VAT quarter — query on purchase invoices Draft ready›
Jon Doe Consulting Ltd
Thanks — confirmation statement received Replied›
Matched to the client record · full history one click away from any list

More integrations

QuickBooks OnlineClients, invoices and payments kept in step with QuickBooks Online. XeroContacts, invoices and payments matched with your Xero organisation. Zoho BooksCustomers, invoices and payments matched with Zoho Books. FreeAgentClients, invoices and payments kept in step with FreeAgent. GoCardlessDirect Debit payments, payouts and mandates, synced and reconciled. Companies HouseFiling dates and company details from the public register.

QuickBooks, Xero, Zoho Books, FreeAgent, GoCardless, Companies House and Google Workspace are names and trade marks of their respective owners. PracticeApp is an independent product and is not affiliated with, sponsored by or endorsed by them. Each integration needs an account with the provider.

Try it with your own Google account

Start a free trial, connect in Integrations and run a preview. Nothing changes until you approve.

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