For accounting firms
Manage every client file from a single interface
Centralise every client's documents, assign files to your team and keep a clear view of your team's performance.
What React Box changes for your firm
One space for the whole team
Client centralisation
Every client file in a single workspace, with instant access to the documents they upload.
Team assignment
Assign each client file to one or several team members based on expertise and workload.
Performance analytics
Firm managers see the productivity of each team member and the workload distribution in real time.
Smooth processing
Preview, download and mark documents as processed in a few clicks, without leaving the interface.
Your workflow
From the notification to the closed file
Upload notification
The team member assigned to the file is alerted as soon as the client uploads a new document.
Quick preview
Preview the document directly inside the interface, no download required.
Processing
Download the document to bring it into your accounting software, then mark it as processed.
Audit trail
Every action a team member takes is logged and visible to the client, for a fully transparent relationship.
Give your firm a head start
Centralise, assign, measure. A single platform to run every client file.