The Dawn Brolin Way: How to Organize Your Accounting DMS Folder Structure
Creating a well-organized, repeatable folder structure within your document management system automates setting up clients and promotes consistency throughout your business. This makes it easier for your team to move the workflow forward and deliver better client experiences.
See exactly how expert Dawn Brolin, CPA, CFE, the CEO of Powerful Accounting, sets up her folders for her accounting and tax clients. She says this folder structure is key to boosting her firm’s productivity and efficiently serving clients.