Capabilities · Document Storage

Every client file, filed and found.

Arrive Drive keeps your firm's documents in one place, preview any file, request documents with a no-login link, match folders to the right client, and mount it as a native drive on your desktop.

app.arrive.accountants
Firm Documents › Arrive Drive

Arrive Drive

Move folders to clients
Prior Year Returns
12 items
Source Documents
38 items
Workpapers
9 items
Engagement Letters
5 items
NameDateSize
1120, Halden Group.pdfApr 3240 KB
W-2, Cedar & Co.pdfMar 188 KB
Financials, Acme.xlsxFeb 18112 KB
/01Features

One drive for the whole firm.

Store, preview, request, and organize client files, on the web or mounted on your desktop.

Firm-wide Drive

Every client's documents in one organized store, searchable, with folders per client and matter.

Prior Year Returns
Source Documents
Workpapers
Engagement Letters

In-app preview

Open PDFs, images, Word, Excel, and CSV files right in Arrive, no downloading to look.

Preview in-app
PDFImageWordExcelCSV

Move folders to clients

Drive folders are matched to clients by name, ID, Exact, or Likely, so you confirm and file in bulk.

Halden GroupExact
Cedar & Co.Likely

Upload requests

Request documents with a secure, no-login link, single-use or multi-file, sent straight to the client.

share.arrive/r/8fa2
No login required

Engagement letters

Manage static files and dynamic templates, with settings for how each letter goes out.

Static FilesDynamic Templates
1120 Engagement Letter

Desktop drive

Sign in once and Arrive Drive mounts as a native drive, open client files locally, no browser.

Arrive Drive Connected
Mounted at ~/Arrive Drive
arrive · move folders to clients

Each Arrive Drive folder is matched to a client by name. Confirm or change, then move.

Drive folderMatchMove to client
Halden Group 2024ExactHalden Group
Cedar and CoLikelyCedar & Co.
ACME-CORPID matchAcme Corporation
Move 3 folders
Organized for you

Folders that file themselves to clients.

  • Each Drive folder is matched to a client by name.
  • Confirm the ID, Exact, or Likely match, or change it.
  • Move them all into the right client documents in one pass.
arrive drive · desktop
Arrive Drive
Connected, ~/Arrive Drive
Disconnect
Prior Year Returns
Source Documents
Workpapers
Open client files locally, no browser, synced back to Arrive.
On your desktop

A native drive, not a browser tab.

  • Sign in once and Arrive Drive mounts as a drive on Mac or Windows.
  • Open, edit, and organize client files in Finder or Explorer.
  • A tray icon shows Connected, and changes sync back to Arrive.
F.A.Q

Frequently asked questions.

What files can I preview in Arrive?

PDFs, images, Word documents, Excel spreadsheets, and CSVs open directly in the app, so you can review a file without downloading it.

How do documents get to the right client?

Arrive Drive matches each folder to a client by name, surfacing ID, Exact, or Likely matches, so you confirm and bulk-move folders into the correct client's documents.

How do clients send us documents?

Send a secure upload request as a no-login link, single-use or multi-file. The client uploads without an account, and the files land in Arrive.

Is there a desktop app?

Yes. Arrive Drive mounts as a native drive on Mac and Windows. Sign in once, and a tray icon shows Connected while your client files are available locally and synced back to Arrive.

Document Storage

Nothing misplaced.

Every document is stored, previewed, requested, and filed to the right client, on the web or right on your desktop.