How to access file storage for your clients

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. 

 TIP: Those with the Practice Management role can manage files for clients they have access to. 

1. In the Clients and prospects tab, click the client you want to view storage for.
2. Select File storage on the tabs.
3. From the list, locate the document or folder you're looking for.

Understanding user roles in Client Management