Powered by Infinite OfficeClientbox files every incoming document into a folder structure inside your connected storage. Google Drive is the real, primary storage now — connecting it also enables Gmail email intake below, since one Google sign-in covers both. Local Folder remains available for local-testing only.
Google Drive + Gmail
Not connected
Local Folder (Desktop, testing only)
Not connected · target: C:\Users\mikee\OneDrive\[IO] CLIENTBOX - TESTING
Browsers can't jump the folder picker to a specific path for security reasons — when it opens, navigate to OneDrive > [IO] CLIENTBOX - TESTING yourself and select it.
OneDrive
Microsoft 365 storage integration
Dropbox
Dropbox storage integration
Box
Box.com storage integration
Documents come in three ways: forward an email, drop files into your Google Drive intake folder, or drag/upload a file directly here. Filing runs in both directions — assign a category/entity to a document and it moves to the matching folder; drag it onto a folder and its category and entity update to match.
Set the folder structure new clients start with. Edit the default template here and it updates every entity that hasn't been customized. Pick a specific entity to give it its own folder set. Use + to nest a sub-folder under any folder, the arrows to reorder within its level, and folders are numbered 01, 02, 03… automatically based on their order.
Each list controls what appears in the "Document Details" section once a document's Category is set to a given folder — the Document Type options, and which extra fields (Date, Amount, Account #, etc.) show up. Assign a list to any folder below; changes apply immediately.
Connect Xero or QuickBooks so Clientbox's categories and vendor names stay identical to your books — no more reconciling two naming systems.
Xero
Not connected · sync chart of accounts and contacts
QuickBooks Online
Not connected · sync chart of accounts and contacts
Once connected, this table fills in automatically from your books.
| Clientbox category | Accounting category | Account/Contact Name | Source |
|---|---|---|---|
| Statement | 090 · Business Checking | Chase Bank | Xero |
| AR Invoice | 400 · Consulting Income | Meridian Consulting LLC | Xero |
| Receipt | 610 · Office Supplies | Staples | Xero |
| Payroll | 550 · Payroll Expenses | Gusto | Xero |
Standard and Admin access levels. Admins have full access, including settings, integrations, and folder templates. Every action taken in Clientbox — saves, files, drags, deletions — is attributed to whichever user performed it, visible in each document's activity history.
Clientbox flags documents that share the same vendor, amount, and account — usually a sign the same statement or receipt came in twice.
Deleted documents and pages sit here until you restore or purge them.
A contact is any unique Vendor, Client, Employee, or Bank tied to your documents — the same record that will eventually sync to Xero, QuickBooks, or Ramp. A bank can hold several accounts underneath one contact (e.g. PNC Bank → Checking, Savings).
| Contact ▾ | Type | Documents | Folders | Xero | QuickBooks | Portal | Get Docs |
|---|