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React Box

Overview

The vault is the shared workspace where your business deposits its accounting documents and where your accounting firm processes them. One source of truth, a complete history, and controlled access.

Updated on September 11, 2026

What the vault is for

Centralize, structure, and circulate your accounting documents between you and your accountant — without resorting to email or WhatsApp. Every upload, share and download leaves a dated trace.

  • Centralize: purchase invoices, sales, bank statements, contracts, payroll and tax — all in one place.
  • Exchange: your accountant retrieves what they need without chasing you by email.
  • Track: who filed what, when, who downloaded it, and who commented on it.

Ownership rule

Only business-type organizations own a vault. An accounting firm never has its own vault: it accesses its clients' vaults through the access links each business configures. The business chooses what its agency can see and can revoke that access at any time.

Note

If your organization is an accounting firm, you won't see the "Vault" tab in your dashboard. You access your clients' vaults from the "Clients" section.

The core building blocks

Five concepts structure the whole vault. The rest of the documentation relies on this vocabulary.

  • Folders

    Fourteen system folders cover the most common accounting needs. You can add your own on top.

  • Documents

    The unit of exchange: a name, a folder, one or more files, tags, and comments.

  • Files

    Raw documents (PDF, images, Office) hosted encrypted on Cloudflare R2.

  • Tags

    Labels you define to retrieve your documents according to your own logic.

  • Activity log

    Every action leaves a trace — upload, adding or removing a file, moving, tagging, sending to the trash.

Quick start

Four minutes is enough to share your first document with your accounting firm.

  1. Open the vault

    From your dashboard, click "Vault" in the sidebar.

  2. Pick a folder

    Drag your PDF or photo into the matching folder — for example, Purchase invoices.

  3. Check what the firm sees

    The document is visible to your accounting firm as soon as it is uploaded. You can hide it or restrict it to certain roles from its side panel.

  4. Follow what happens

    The document's activity log lists every action, with its author and timestamp. Discussion happens in the document's comments or in the messaging.

Go further

The documentation is organized by concept. Each page is readable on its own.

Folders

The fourteen system folders, creating custom folders, and where accounting review happens.

Read the page

Documents

The anatomy of a document: files, comments, visibility, activity log.

Read the page

Email intake

Your organization's single address: forward a document, React Box files it and starts its scan.

Read the page

Archives

Setting a closed financial year aside: the three ways to archive, the reference date, and how to go back.

Read the page

Tags

Label, group, retrieve. Everything about tags and their categories.

Read the page

Agency access

How an accounting firm accesses its clients' vaults and what each member sees.

Read the page