About Box
Box is a cloud content management platform that firms use to store and share files securely.
Box + Slant
Connect Box from Settings and link a folder to each household. You can then browse, upload and manage that household's documents without leaving Slant.
Each book can connect one account per provider. Teammates you share access with can link folders from the same account. Disconnecting never deletes files from your storage.
Common use cases
Client documents on the household
Open a household and work with its Box folder from there.
Signed paperwork filed automatically
With DocuSign, completed PDFs can save to the household's storage folder, in a subfolder you choose.
Shared with the team
Give teammates access so they can link folders from your storage account.
