Create client bookkeeping folder trees for fast onboarding

Your client folders are created manually, causing inconsistent structure and missing documents. This creates a complete client file tree so bookkeeping has consistent access before billing.

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Overview

Manual folder creation stalls onboarding and leaves your bookkeeping staff hunting for files. This flow builds a complete client folder tree automatically when a new client folder appears, so your team has organized access within minutes and billing-ready files before the next cycle.