Google Workspace Integration: Drive, Gmail, & Calendar
Auto-provision client Google Drive folders, ingest invoice attachments from Gmail, and sync statutory filing dates to Google Calendar.
Unified Document Intake Hub
Auto-Ingestion from WhatsApp, Drive & GmailDeep integration with Google Workspace allows your firm to keep using familiar tools while ClientSpace provides the structured practice hierarchy and automated audit controls.
21. Automated Google Drive Folder Provisioning
When a new client or engagement is created, Pyngyn automatically provisions a structured folder tree in your practice Google Drive:
- Client Name / FY 2025-26 / 01 Statutory Audit / Working Papers
- Client Name / FY 2025-26 / 02 Direct Tax / Computations & Challans
- Client Name / FY 2025-26 / 03 GST / Returns & GSTR-2B Reconciliations
- Client Name / Permanent Records / DSC & Incorporation Documents
32. Gmail Invoice & Document Ingestion
Client emails sent to your practice inbox are parsed by Pyngyn. Invoices, bank statements, and tax receipts are matched against client domain profiles and ingested directly into pending intake queues.
43. Calendar Sync
Statutory due dates, client tax meetings, and partner review gates sync directly into Google Calendar with configurable 24-hour reminder notifications.
Need assistance configuring this module for your firm?
Our practice onboarding specialists provide 1-on-1 migration assistance, custom GSP bridge configuration, and team training for CA partnerships.