How to access file storage for your practice

You can use Client Management to store and organise documents and links, making it simple to find what you need for your practice.
 NOTE: You'll receive 20GB worth of storage for your practice with your Sage for Accountants subscription. 

1. From the tool bar, select File storage.
2. Choose Shared files on the tab.
    TIP: Those with the Practice management role can access and manage shared files.
3. From the list, locate the document or folder you're looking for.

Understanding user roles in Client Management