Powered by Infinite OfficeFirm-wide account information, shared across everyone in the org.
The firm's shared inbox for document intake and sending — independent from client storage, so you can use Google for one and Microsoft (or another provider) for the other.
Gmail
Not connected
Microsoft 365 / Outlook
Firm email via Microsoft
A separate, higher-privilege connection from Drive/Gmail above — only someone who actually holds Google Workspace admin rights on your domain can grant it. Once connected, every new client automatically gets its own intake Group created and managed for you — no manual setup in Google's admin console.
Google Workspace Admin
Not connected
Microsoft 365 Admin
365 Groups for client intake
Subscription management is coming in a future update — there's nothing to configure here yet.
Settings specific to this client — switches automatically whenever you change which client you're viewing.
Checking connection…
Mail sent here lands straight in this client's Inbox, ready to review and file.
Where this client's filed documents get copied to — their own Ramp, BILL.com, etc. Each address locks once it's been set; click the pencil to change it.
Documents come in three ways: mail sent to a client's own address below, dropped/dragged into the app directly, or forwarded from within a document's details. Each client gets a dedicated email address — anything mailed there lands straight in that client's Inbox, ready to review and file.
Needs Gmail connected under Company Settings → System Email, plus each address actually set up to deliver into that inbox (an alias or catch-all rule in Google Workspace Admin — a one-time setup step per client, done outside Clientbox).
Default & Per-Client Folder Templates
▸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.
New entities get their full folder tree created in Drive automatically. Direct Drive folder maintenance tools live under Maintenance for platform admins.
The standard subfolder set every new Vendor, Bank, or Client gets the moment its own folder is first created — not assembled one document at a time. Edit a list below and it applies to every new one added from now on; folders already created aren't retroactively changed.
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.
Everything Clientbox connects to outside itself, in one place. Click a section to expand it.
Connected Storage
▸Clientbox files every incoming document into a folder structure inside your connected storage. Google Drive is the real, primary storage now. Local Folder remains available for local-testing only. Your firm's email connection is separate — see System Admin.
Google Drive
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. Sync/scan maintenance actions for this live under System Admin.
OneDrive
Microsoft 365 storage integration
Dropbox
Dropbox storage integration
Box
Box.com storage integration
Accounting Integration
▸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.
System Admin only — for whoever runs and maintains the software itself, not a firm's own User Admin.
These act directly on the connected Google Drive. Pick a client, then create its folder tree in Drive or clean up any duplicates.
"Create folders" fills in anything missing for the selected client. "Clean up duplicate folders" scans the entire Clientbox Drive tree — every client, every level — merges anything filed inside a duplicate into the oldest copy, and removes the empties. Safe to run any time.
Document Types
▸The fixed taxonomy every document gets classified into — drives which fields show in the document details panel, how filenames get generated, and where a document routes in Drive by default. Shared across the whole system, not per-firm.
For local-testing setup and cleanup while a Local Folder is connected (Integrations → Connected Storage) — not part of normal day-to-day use, since Google Drive is the real storage. Drop files into the _Inbox folder inside the connected folder, then click "Scan" to pull them into Clientbox.
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 |
|---|
Every client entity you manage, with setup status at a glance. Add new clients here; click one to edit its name, intake email, and default forwarding addresses.
| Client | Documents | Drive folder | Intake email | Forwarding | Custom template |
|---|