Your firm already has thousands of files organized in Google Drive or Shared Drives. Working papers, engagement letters, CRA correspondence — all neatly filed away. Why upload them again? Connect once and access everything from MyCPACRM.
How It Works
Go to Settings, click Connect Google Account, sign in with OAuth. Your entire Google Drive and Shared Drives library is accessible. Admin-only, secure.
Open any client, browse your existing folder structure, select their folder. A one-click button opens it directly in Google Drive. Link at filing level too.
Browse Google Drive files from any client record. Link individual files with categories and fiscal years. Metadata stays synced. Click to open in the cloud.
Feature Deep Dive
Your Google Drive and Workspace files, seamlessly linked to your practice management workflow.
Connect your Google Workspace account with a single sign-in. See connection status, provider info, and sync health at a glance. Admin-controlled.
Link a Google Drive folder to any client. Click to open it directly in Google Drive — no navigating through folder trees. Your existing organization stays intact.
Link separate folders for each filing type. Corp T2 gets its own folder, Payroll gets another. Each opens directly to the right place.
Browse your Google Drive right from MyCPACRM. Search by name, select multiple files, assign categories and fiscal years. Files stay in Google Drive — metadata lives in MyCPACRM.
When you link a client folder, MyCPACRM scans for QuickBooks files — .qbw, .qbb, .qbm, .qbx, .qbo. They show up in a dedicated card on the client record automatically.
Google Drive files appear alongside uploaded documents everywhere — Document Manager, filing details, collaboration threads. A cloud icon distinguishes linked from uploaded. Filter by source.
In Practice
Corporate Client
Google Drive Folder
Clients/Chen Holdings/2025
Linked Files
T2_Return_2025.pdf
2.4 MB · Modified Mar 12, 2026
Engagement_Letter_2026.docx
156 KB · Modified Jan 8, 2026
ChenHoldings_2025.qbw
48.7 MB · Modified Mar 18, 2026
CRA_Notice_2025.pdf
340 KB · Modified Feb 22, 2026
Your client's files — linked, not copied. One click to open in Google Drive.
The Difference
Files duplicated across systems
Manual re-uploading when files change
Storage costs double
Files go stale
Team doesn't know which version is current
Files stay in one place
Metadata syncs automatically
Zero additional storage
Stale file detection alerts you
Single source of truth
Compatibility
Google Drive
Personal & Workspace
Shared Drives
Team & Workspace Drives
Google Workspace
Business & Enterprise
QuickBooks Desktop
Auto-Detected Files
If your firm uses Google Workspace, you're ready to connect.
Connect your firm's Google Drive or Shared Drives in one click. Browse and link files without ever leaving MyCPACRM. Request a demo and see how it works.