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 stay organized, compliant, and ready for tax season without the overwhelm.