Your firm already has thousands of files organized in OneDrive or SharePoint. 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 Microsoft Account, sign in with OAuth. Your entire OneDrive or SharePoint 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 OneDrive. Link at filing level too.
Browse OneDrive 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 OneDrive and SharePoint files, seamlessly linked to your practice management workflow.
Connect your Microsoft 365 account with a single sign-in. See connection status, provider info, and sync health at a glance. Admin-controlled.
Link a OneDrive folder to any client. Click to open it directly in OneDrive — 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 OneDrive right from MyCPACRM. Search by name, select multiple files, assign categories and fiscal years. Files stay in OneDrive — 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.
OneDrive 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
OneDrive 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 OneDrive.
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
Microsoft OneDrive
Personal & Business
SharePoint Online
Team Sites & Libraries
Microsoft 365 Business
All Plans
QuickBooks Desktop
Auto-Detected Files
If your firm uses Microsoft 365, you're ready to connect.
Watch how MyCPACRM connects to your OneDrive and SharePoint without moving a single file.
Connect your firm's OneDrive or SharePoint in one click. Browse and link files without ever leaving MyCPACRM. Request a demo and see how it works.