integrations

Works with what
you already use.

Quire replaces the messy client-facing layer — not the accounting tools your firm already trusts. We sit in front of your accounting stack, keeping your tools in sync while completely removing the document chasing in front of them.

Architecture

How Quire sits in your stack

Step 1

Your Client

Receives a secure passwordless link

Step 2

Quire Portal

Automates intake, signatures & messaging

Step 3

Your Tools

Syncs clean data automatically downstream

The bridge model

Quire owns the client-facing layer — document requests, magic link portals, reminders, messaging. Everything collected passes through cleanly to your internal storage, team messaging, and collaboration tools. You keep your existing setup. You just stop chasing clients to feed it.

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Google Drive

In Beta All plans

Automatically export client documents to a structured Google Drive folder. Files are organised by client and request so your team always knows where to look.

  • Zero manual sorting — Creates a dedicated folder per client and request automatically.
  • Original file names — Keeps the exact filenames clients submitted for easy search and audit.
  • Instant sync — Documents appear in Drive the moment a client uploads them through the portal.

OneDrive

In Beta All plans

Mirror every client document submission directly into Microsoft OneDrive. Structured folders keep everything tidy inside the Microsoft 365 ecosystem your firm already uses.

  • Structured folders — Files land in a Client / Request folder path so nothing is ever lost.
  • Microsoft 365 native — Works inside the OneDrive your team already has open every day.
  • Automatic on upload — No manual downloading or re-uploading required.
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Dropbox

In Beta All plans

Send client document submissions straight to a structured Dropbox folder. Keep every file perfectly organised without lifting a finger.

  • Auto-organised — Creates a Client / Request folder hierarchy in Dropbox automatically.
  • Works alongside your team — Shared Dropbox folders mean your whole team sees files instantly.
  • No manual transfers — Files sync to Dropbox the moment a client submits through the portal.

Notion

In Beta Pro

Push document activity and client records directly into your Notion workspace. Keep a live audit trail of every submission without leaving your dashboard.

  • Live document log — Every upload creates a new row in your Notion database automatically.
  • Request context — Rows include the client name, request title, and checklist item fulfilled.
  • Searchable history — All submission metadata lives in Notion for easy firm-wide visibility.

Slack

In Beta All plans

Post real-time client activity and document uploads directly to Slack channels. Keep your entire team aligned without checking the dashboard.

  • Instant alerts — Get notified in your team channels the moment a client submits files or signs agreements.
  • Request context — Notification messages include client name, request title, and direct link.
  • Flexible routing — Route notifications to specific public or private channels.

Zapier

In Beta All plans

Connect Quire portal activity to 6,000+ business applications. Automate notification and tracking tasks in the tools your firm already uses.

  • Real-time triggers — Kick off tasks in Slack, email, or your CRM the moment a document arrives.
  • No-code workflows — Build powerful custom intake automations without a single line of code.

Tool Compatibility

Don't see your specific stack listed?

Most accounting firms use Quire without a direct integration. You can download collected documents manually in one click, or easily route them through Google Drive or Zapier to thousands of downstream platforms.

Need a direct custom sync? Tell us what your firm uses — we prioritize building new direct integrations based entirely on real firm feedback.

FAQ

Integration questions

How does the Slack integration work?

Once connected, Quire automatically posts real-time updates to Slack whenever a client uploads a document, completes a checklist request, or signs an agreement. You can configure which channel receives notifications so your team is always in the loop.

Can I use Quire fully without any integrations connected?

Yes, completely. Quire is a robust, standalone client portal. You can invite clients, request files, and collect signatures with zero integration setup. All documents are stored securely in Quire and can be downloaded in a single click.

What is the difference between OneDrive and Dropbox document syncing?

Both work identically — when a client submits a document through Quire, it is automatically uploaded to a structured folder in either OneDrive or Dropbox. The folder path follows the pattern: Client Name / Request Title / file. You can enable both simultaneously.

Are integrations included on all Quire plans?

Google Drive, OneDrive, Dropbox, Slack, Notion, and Zapier integrations are included across our plans, with Notion syncing available on our Pro plan tier.

What if my firm uses software not listed here?

No problem at all. If we don't have a direct integration yet, you can use Quire as a standalone portal, export files in bulk, or use Zapier as a bridge to route documents and metadata to thousands of accounting and CRM apps.