Account settings · storage connection

Connect the firm's Google Drive.

This demo keeps sensitive financial documents in the bookkeeper's own storage. The app tracks the request, naming convention, folder path, submission status, and verification workflow.

Open current Drive link

Connection statusConnected

Storage provider

Google Drive

Files stay outside the app in the firm-controlled drive.

Parent folder

Month Close Documents

Client folders are nested inside this parent folder.

Storage settingsDemo OAuth placeholder

V1 uses a saved Google Drive root link so generated client folder links do not go to a fake 404 page. A production version would replace this with Google OAuth, folder creation, and scoped Drive permissions.

Firm nameGoogle Drive root linkParent folder nameDefault period

Generated folder path patternMonth Close Documents / June 2026 / Client Business Name