Day-to-day tools
Email and file storage
Do you need business email and shared file storage, and what should they cover?
Six short steps. No email or account.
- Who needs it
- Every business. Becomes urgent the moment a second person needs access.
- When it matters
- At formation, alongside the domain. Setting up email on your own domain from the start avoids the awkward migration of telling every customer your address has changed, and avoids a personal address undermining you on early quotes.
- Compare first
- Per-user cost
- Matters most when
- just started, established, growing, mature
Is this the right tool for you?
Email from a free personal address looks less credible and ties the business's customer history to one person's account. Files scattered across personal laptops, phones and inboxes get lost, go out of date, or leave with an employee. A business account at your own domain fixes both and gives you control over who has access.
Signs you need it now
- You still send quotes and invoices from a personal email address.
- Staff use their own accounts for work email or files.
- Someone has asked "which version is the latest?" about a contract or price list.
- If a laptop or phone were lost today, business files would go with it.
- When someone leaves, you have no clean way to keep their email and files.
When another area fits better
- The main need is controlled sharing, approvals and retention of client documents. Read the documents and client portals guide
- Your shared inbox is really a queue of customer questions that need answering. Read the customer support guide
Recognise two or more of these? Sort out email and file storage next.
Tell us how your business runs and get a plan that puts email and file storage in order with everything else: what to set up first, your must-haves and what to compare.
What matters at your size
Working alone
An email account at your own domain and cloud storage with automatic backup. Worth doing even on your own; it is cheap and signals a real business.
A small team
An account for each person plus shared addresses for sales, info or billing, shared folders by client or function, and a clear rule that business files do not live on personal devices.
Several teams or locations
Central control of accounts and devices, permissions by team, retention settings, and a documented process for setting people up and closing their accounts when they leave.
How the way you work changes the choice
- Crews and technicians in the field
- Phone access matters more than desktop features. Keep job photos, forms and manuals in shared folders the crew can open on site, and check the mobile apps before choosing.
- Small offices and professional services
- Shared calendars, co-editing documents and folder structures by client. Pick the suite that works well with the office software your clients also send you.
- Shops
- Often just a few accounts and a shared address for customer and supplier email. Keep supplier invoices, price lists and staff documents in one shared place, not on the till computer.
What to compare
Per-user cost
Pricing is per person per month and scales directly with headcount.
What happens when someone leaves
Recovering a departing employee's mail and files should be straightforward.
Storage limits
Photo-heavy trades hit storage caps faster than expected.
Cost and setup effort
- Usually charged per user each month, with storage and admin controls rising by plan. Shared addresses can often be aliases or groups rather than paid seats; check before paying for each one.
- Moving an existing domain's email needs changes to your domain settings. Plan it for a quiet day, and set up the records that help your email avoid spam folders.
- Migrating old mail and files takes longer than setting up the new accounts. Decide what actually needs to move.
Trade-offs to weigh
- Which office suite
- The main suites cover the same ground. Choose the one your team and clients already use; switching file formats and habits is the real cost.
- Sync or cloud-only
- Syncing files to each computer works offline but spreads copies around. Cloud-only keeps one version and control, but needs a connection.
- Owner-managed or IT-managed
- An owner can run a few accounts. Past that, occasional help from an IT provider for security settings and offboarding is usually worth it.
When to sort it out
At formation, alongside the domain. Setting up email on your own domain from the start avoids the awkward migration of telling every customer your address has changed, and avoids a personal address undermining you on early quotes.
Your next step
Answer six short questions about how your business runs. You get an operating plan: where email and file storage fits among your priorities, the must-haves to hold every option to, and what to compare when you choose.
Where this comes first
Trades and businesses that usually sort this out early.
Often decided alongside
Other parts of day-to-day tools.