The firm workspace

An accounting firm does not manage its own documents: it manages client files. Here is how React Box is organised on that side.

Updated on August 14, 2026

What differs from a company

The firm is a workplace, not one more vault.

A firm has no vault of its own: it works inside each client's vault, never in an intermediate space.
The whole navigation is driven by an active client. Pick a file in the sidebar and the sections — vault, third parties, cash, accounting — switch to its data.
Staff are members of the firm, not of the client organizations: their access follows the connection, not a per-file invitation.
Every action stays attributed to its author inside the client's file: that is what makes the firm's work legible to the company.

From creation to day-to-day production.

1
Create or receive the file
You create the file yourself, or a company already on React Box sends you a connection request.
2
Prepare the structure
Vault folders and chart of accounts can be laid out before the client even arrives, from your file template.
3
Invite the client
People at the company receive an invitation to join their file and start uploading their records.
4
Follow up and produce
Document requests, messaging and audit indicators tell you where each file stands.

Four pages cover the running of a portfolio.

Creating a file, preparing it from a template, tracking its activation and knowing who pays for it.

The supervisor and staff attached to each file, and what that assignment changes.

The firm code, the invitations you send and the requests you receive.

Team performance indicators and the activity of every file.