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React Box

Client files

The firm's portfolio: following its activity, creating a file, preparing it before the client arrives, tracking its activation and knowing who pays the subscription.

Updated on September 11, 2026

The portfolio at a glance

Four cards at the top of the Clients page, above the files table.

  • Clients — the number of files connected to the firm, its change over thirty days and its twelve-month curve.
  • Active clients — files on which the firm processed at least one record over the last thirty days.
  • Records processed — the firm's work over thirty days, with its trend against the previous thirty days. A processed record is a processing action by a firm member on an accounting record or a vault file of a client.
  • Records per active client — the average that tells how much effort each living file receives.

Note

These cards use fixed windows, with no period filter, and ignore anything a client has hidden from their firm. The per-person breakdown lives on the Employees page.

Creating a file

The file is attached to your firm from the moment it is created.

  • The file name — how you will find it in your portfolio.
  • The legal name — the company's registered name, used on its documents.
  • The ICE — optional, but it prevents creating a duplicate for a company already on React Box.
  • City and country — the country determines the file's tax regime and cannot be changed afterwards.

Tip

Creating the file invites no one: you can work in it alone for as long as you need before sharing it.

The file template

Your working method is described once: the vault folders and chart of accounts entries every new client should receive. On each connection the structure is laid out automatically, which keeps files comparable and saves rebuilding everything by hand.

Note

Third parties are deliberately excluded from the template: a company's suppliers and customers belong to it alone and have no reason to be duplicated from one file to another.

Activation status

A dedicated column tells you at a glance where each file stands.

  • In preparation — the file exists but nobody has joined it and its billing is not open.
  • Awaiting first upload — the client has joined their workspace but has not uploaded anything yet.
  • Active — records come in regularly.
  • Dormant — the file was alive, then went quiet. That is the signal to chase.
  • Never active — the client has never uploaded anything since arriving.

Tip

Automatic reminders nudge clients into uploading, without you having to think about it. It is a single switch, on by default, covering your whole portfolio: a firm admin turns it on or off for every file at once — there is no per-file setting.

Who pays for the file

By default the company pays for its own subscription. A file in preparation is not billable and stays inert: no uploads, no scanning. Your firm can take the billing on — the trial then starts immediately and the file becomes usable, which lets you prepare it fully before the client even arrives. The choice can be reversed at any time by handing billing back to the client.

Note

The billing state is shown on the file: “billed to the firm” or “billed to the client”, with no ambiguity.

A file's record

The file opens on six tabs, on top of access to its data.

  • Overview — its details, legal name and tax identifiers as declared by the client, with its activation and billing state.
  • Team — the supervisor and staff assigned to the file.
  • Access — the pending invitations for this file, with the option to resend or revoke them.
  • Bank accounts — read-only: the firm consults them without being able to change them.
  • Exchanges — the history of conversations with this client, and a shortcut to open a new one.
  • Settings — disconnecting the file, kept apart from the rest.

Tip

The file's accounting history — everything done to its invoices, statements and receipts — is found in the Accounting section once the client is selected. What your members do there is recorded on behalf of the firm, never under the client's name.