Microsoft Outlook Integration

Connect Microsoft Outlook to the rest of your firm workflow.

Awditify connects with Microsoft Outlook so firms can sync inbox messages, manage calendar events, and route client communication into the same workspace used for engagements, follow-up, and internal coordination — without leaving Microsoft 365.

Connect your firm workflow View email triage

OAuth-secured · Microsoft 365 compatible · Calendar management

Microsoft Outlook Connected

Active

Recent Outlook Messages

Li Industries — year-end documents

via Outlook · 22 min ago

Unassigned

Payroll approval — Chen Industries

via Outlook · Assigned to K. Lee

In Progress

Upcoming Outlook Calendar Events

Partner review meeting

Friday · 2:00 PM · Outlook Calendar

Last synced 5 min ago

Outlook mailbox sync

Connect Outlook through the firm integrations workspace. Messages sync into the shared triage inbox, manual or background.

Email triage workflow

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

Calendar management

View, create, update, and delete Outlook calendar events from inside Awditify. Scheduling stays close to firm work.

Secure OAuth connection

OAuth-based connection flow. Provider credentials stored encrypted. Reconnect and disconnect from the admin surface.

Outlook mailbox sync

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

Connect Microsoft Outlook through the firm integrations workspace

Sync inbox messages into Awditify Email Triage

Run manual "Sync Emails Now" updates to refresh the inbox at any time

Background mailbox sync keeps messages current while staff continue working

Last synced time is visible for full transparency

Email triage from Outlook messages

Outlook messages get a full triage workflow: assignment, status, priority, notes, and engagement links.

Review Outlook email in the shared triage workspace

Assign messages to any team member

Set triage status and message priority

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

Link emails to firm engagements so client communication stays connected to delivery work

Download email records and attachments when needed

Outlook calendar workspace

Manage calendar events from inside the firm workspace.

View upcoming Outlook calendar events in Awditify

Create calendar events from the integration calendar

Update event details when plans change

Delete events when they are no longer needed

Keep scheduling closer to firm operations instead of isolated in a separate tab

Account and integration visibility

See what is connected, what has synced, and what needs attention.

View connected account profile details from the integration page

Review recent emails and upcoming events from the integration detail screen

Track active integrations, sync activity, failed syncs, and synced data volume

Toggle, sync, or disconnect the provider from the firm admin surface

Secure connection handling

Outlook connects through a standard, controlled OAuth flow.

OAuth-based connection flow — no passwords stored in Awditify

Provider credentials are stored encrypted at rest

Reconnect and disconnect workflows are handled from the integrations page

Also connects to Google Workspace

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

View Google Workspace

Microsoft Outlook integration for accountants

Outlook email and calendar integration for CPA firms

The Awditify Microsoft Outlook integration is built for Canadian CPA firms and bookkeeping practices running on Microsoft 365. Most firms already live in Outlook — Awditify meets the firm there and brings Outlook communication into a more accountable accounting workflow. Instead of relying on forwarded messages and verbal updates, your team gets a shared triage workspace where Outlook messages can be assigned, tracked, and linked to the engagement work they affect.

The Outlook 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 Outlook and Gmail messages are triaged together.

Google Workspace

Sync Gmail and Google Calendar for firms on Google Workspace.

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 and bookkeeping firms.

Bring Microsoft 365 into Awditify.

Use Outlook without leaving firm work trapped inside individual inboxes.

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