Box is a cloud-based, file storage and sharing platform. We specifically use Box to organize and share documents with clients and third-parties. Box is integrated with the Savvy dashboard, and you can easily send or request files from clients through the dashboard. As you onboard clients, a Box folder is automatically created for each new household.

You can access Box from your bookmarks bar on Chrome, as well as from the Files section of any Household on your Savvy dashboard.

Frequently Asked Questions

• How do I turn off email notifications for Box file uploads?
• How do I securely request files from my prospects or clients?
• How do I request files from external third-parties?

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