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React Box

The firm workspace

Client files

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

Updated on August 14, 2026

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 can be switched on per file to nudge the client into uploading, without you having to think about it.

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

What you find there, on top of access to its data.

  • Its details — address, legal name, tax identifiers as declared by the client.
  • Its bank accounts, read-only: the firm consults them without being able to change them.
  • The history of exchanges with this client, and a shortcut to open a new conversation.
  • The pending invitations for this file, with the option to resend or revoke them.
  • The assigned team, supervisor included.