Google Workspace Integration

Bring Gmail and Google Calendar into your firm operating system.

Awditify connects with Google Workspace so firms can sync Gmail inbox messages, manage Google Calendar events, and route client communication into the same workspace used for engagements, follow-up, and team coordination — without abandoning Google tools.

Book a demo Explore email triage

OAuth-secured · Read-only Gmail access · Calendar management

Google Workspace Connected

Active

Recent Gmail Messages

Patel Consulting — T2 documents

via Gmail · 14 min ago

Unassigned

HST return follow-up — Singh & Co

via Gmail · 1 hr ago

In Progress

Upcoming Calendar Events

Client review — Chen Industries

Tomorrow · 10:00 AM · Google Calendar

Last synced 3 min ago

Gmail sync for triage

Sync Gmail inbox messages into Awditify Email Triage. Pull recent messages into the same shared inbox used for Outlook.

Shared email triage

Assign Gmail messages to staff, set status and priority, add follow-up dates, and link emails to engagements.

Google Calendar management

View upcoming events, create new events, update details, and delete events — all from inside the firm workspace.

Secure OAuth connection

OAuth-based connection. Gmail access is read-only. Calendar permissions support event management. Tokens stored encrypted.

Gmail sync for firm triage

Gmail messages flow into the same shared triage workspace used for Outlook.

Connect Google Workspace or Gmail through the firm integrations page

Sync Gmail inbox messages into Awditify Email Triage

Pull recent Gmail messages into the shared inbox alongside Outlook mail

Refresh messages with "Sync Emails Now" at any time

Track last synced time for full visibility

Shared triage for Gmail messages

Gmail messages get the same triage workflow as Outlook messages.

Assign Gmail messages to any team member from the shared triage workspace

Set triage status and message priority

Add follow-up dates and internal notes for handoff and review

Link email to firm engagements so client requests are tied to delivery work

Download email records and attachments where available

Open the original message in Gmail at any time

Google Calendar management

Manage calendar events from inside the firm workspace without opening a separate tab.

View upcoming Google Calendar events inside Awditify

Create new calendar events from the integration workspace

Update event details when plans change

Delete events when they are no longer needed

Keep meeting and deadline coordination closer to firm operations

Account and activity visibility

See what is connected, what has synced, and what has failed.

View connected Google account profile details

Review recent emails and upcoming events from the integration detail page

See active integrations, synced activity, failed syncs, and sync volume in the integrations dashboard

Sync, toggle, reconnect, or disconnect from the admin integration surface

Secure Google connection

Your Google account connects through a standard, controlled OAuth flow.

OAuth-based Google connection flow — no passwords stored

Gmail access is read-only for mail sync

Calendar permission supports event creation, update, and deletion

Refresh tokens support background sync

OAuth tokens are stored encrypted at rest in Awditify

Also connects to Microsoft Outlook

Firms using Microsoft 365 can connect Outlook instead of — or alongside — Google Workspace. Gmail and Outlook messages appear in the same shared triage workspace, so firms with mixed email setups get one unified view.

View Outlook integration

Google Workspace accounting integration

Gmail and Google Calendar integration for CPA firms

The Awditify Google Workspace integration is built for Canadian CPA firms and bookkeeping practices that use Gmail and Google Calendar as their primary communication tools. Instead of asking your team to leave Google behind, Awditify syncs Gmail into a shared triage workspace so messages can be assigned, followed up, and linked to the engagement work they belong to.

The Google Workspace integration works together with Email Triage for the shared inbox workflow, Firm Communication for internal messaging, and the full Awditify for Firms platform.

Email Triage

The shared inbox workspace where Gmail and Outlook messages are triaged together.

Microsoft Outlook

Sync Outlook mailbox and calendar for firms on Microsoft 365.

Firm Communication

Internal messages, group threads, and firm-wide announcements.

Firm Knowledge Base

Procedures, contacts, links, files, and tables in one searchable workspace.

Bookkeeping Knowledge Base

Client-specific notes and references for each bookkeeping client.

Awditify for Firms

Engagements, billing, WIP, AI copilot, and more for CPA firms.

Connect Google Workspace to Awditify.

Keep using Gmail and Google Calendar while giving your firm the workflow visibility email alone cannot provide.

Start firm trial Book a demo