Integrations

Integrations let you connect outside services to Assure Pro. Today that means email — Gmail or Outlook — so messages between you and clients flow into the unified Communications inbox automatically.

Open Settings → Integrations. You’ll see a single section, Email, with cards for Gmail and Outlook.

Why connect your email

The Communications inbox shows messages from four channels — Email, SMS, Portal, and Internal. The Email channel only works when you connect a mailbox.

Without a connection:

Emails you send from Assure Pro still go out (from the assureone.ai address).
Incoming emails to your firm’s real address don’t appear in Assure Pro — they only land in your normal inbox.
Replies break up: clients reply to your real address, and Assure Pro doesn’t see the response.

With a connection:

Assure Pro checks your mailbox every few minutes for new messages.
New emails appear in the Communications inbox, grouped by client (matched on email address).
Replies you send from Assure Pro go out through your real mailbox, so clients see your real “from” address.
Threads stay together across your inbox and Assure Pro.

Supported providers

Provider	Supported?	Notes
Gmail	Yes	Works with personal Gmail and Google Workspace
Outlook	Yes	Works with Outlook.com and Microsoft 365. On-premise Exchange is not supported.
Other email providers	No	Custom connections are on the roadmap.

Connect Gmail

Click Connect Gmail on the Gmail card. A Google sign-in window opens.

Sign in to your Google account.
Review what Assure Pro is asking for:
- Read messages so it can show your inbound mail
- Send messages so replies from Assure Pro go through your mailbox
- Manage labels so synced messages are tagged and don’t re-import
- Read profile so it can show your name on the connection card
Click Allow.
The window closes and the card updates to show “Connected” with your email address.

The first time you connect, Assure Pro pulls in your last 30 days of incoming messages — matched against existing clients by email address, dropped into threads, and tagged by intent. This usually finishes within a few minutes for a typical mailbox.

[Screenshot: Connected Gmail card with sync status]

Connect Outlook

Same flow with Microsoft:

Click Connect Outlook.
Sign in to your Microsoft account.
Review the requested access (read mail, send mail, read your profile).
Click Allow.
The card updates to “Connected.”

See your connection status

Once connected, each card shows:

Element	What it means
Email address	The mailbox that’s connected
Status badge	Pending, Syncing, Connected, or Error
Last sync time	When Assure Pro last checked, in relative time
Message count	This week’s count, so you can sanity-check
Sync now	Force a fresh check right away
Disconnect	End the connection

Status states

State	What it means	What to do
Pending	Just connected, first sync hasn’t run yet	Wait a minute
Syncing	First-time backfill in progress	Wait — time varies with mailbox size
Connected	Working normally	Nothing
Error	Connection broken (often a revoked or expired permission)	Disconnect and reconnect

If a connection goes into Error, Assure Pro stops pulling new mail and sends you a notification. Replies you try to send through that mailbox will also fail until you reconnect.

How often Assure Pro checks

Assure Pro checks your mailbox automatically every few minutes. For Gmail, new messages typically appear within seconds of arrival. Click Sync now to force a check immediately.

Disconnect a mailbox

Click Disconnect on the card. Confirm the prompt:

Disconnect Gmail? Future emails won’t sync to Assure Pro. Existing messages in the inbox stay.

Confirming ends the connection. Future mail won’t sync, but the messages already in Assure Pro stay where they are.

If you reconnect the same mailbox later, Assure Pro starts a fresh 30-day backfill — older messages that weren’t synced the first time around won’t appear retroactively.

What’s not here yet

Integration	Status
Lacerte, ProConnect, Drake	Roadmap — push completed returns directly
QuickBooks	Roadmap — pull P&L for bookkeeping engagements
Plaid	Already wired for ACH payments, but no controls live on this page yet
Zapier	Roadmap — generic event triggers
Slack, Teams	Roadmap — outbound notifications
Google Calendar, Outlook Calendar	Roadmap — push engagement deadlines to your calendar
DocuSign import	Not planned — Assure Pro has built-in e-sign

Common questions

Can I connect more than one mailbox per person? Not yet. One Gmail and one Outlook per user is the current cap. Multi-mailbox is on the roadmap.

Can each teammate connect their own mailbox? Yes. Each user connects their own, and the connection is private to them — only their messages flow into their view of the inbox.

Do drafts in my Gmail show up in Assure Pro? No — only sent and received messages.

Does Assure Pro pull my contacts or calendar? No — only email.

Can I send from a shared mailbox? Only if the connected account has Send-As permission on that mailbox. Configure that on your provider’s side first.

Privacy and security

Detail	How it works
Access stored securely	Your connection details are encrypted using the same secure store as Firm credentials.
Silent refresh	Assure Pro renews its access in the background. Once a refresh expires, the connection goes into Error.
Message storage	Subject and body are stored in Assure Pro so you can search across mail.
Attachments	Stored securely, encrypted at rest.
Outbound mail	Sent through your normal mailbox provider — Assure Pro doesn’t relay through its own servers.
Sender authentication (SPF / DKIM)	Inherited from your mailbox — no extra setup.

Disconnecting clears the stored access. Existing synced messages stay until you delete them manually.

Who can manage integrations

Action	Who can do it
Open the Integrations page	Anyone with View integrations
Connect or disconnect a mailbox	Anyone with Manage integrations
Force a manual sync	Anyone with Manage integrations

By default, only owners and admins have Manage integrations. Loosening it means giving someone the power to read your firm’s email — usually you don’t want that.

Communications inbox — where synced emails land.
Channels deep dive — how email compares to other channels.
SMS — the other inbound channel.