File On lock Digital File folder

A clean, consistent file system is one of the easiest ways to protect client data, stay organized, and keep your office running smoothly. A messy drive can slow your team down, create compliance risks, and make it harder to find documents when you need them. This digital product gives you a ready-made folder structure designed specifically for tax professionals, so you can organize your entire backend with confidence. What’s Inside• Pre-built digital folder structure (Google Drive or Dropbox)• Standard file naming conventions for consistency• Folder Setup SOP with step-by-step instructions• Bonus: Quick audit checklist to clean up your current drive How to Use This System• Copy the ready-made folder structure into your current storage platform.• Rename and customize the sample folders with your client or business names.• Follow the naming conventions to keep your entire team aligned.• Use the audit checklist every quarter to keep your files updated and secure. This system helps you sta