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Create dated client folders and move uploaded files

Create dated client folders and move uploaded files

Your intake uploads lack consistent folders and filenames, forcing manual sorting and missed billing attachments. Files are moved into dated client folders and renamed for same-day processing.

Create dated client folders and move uploaded files

Overview

Intake files scattered across inboxes and loose uploads slow billing and tax preparation and waste staff time. This flow creates dated client folders, moves attachments, and standardizes filenames so billing and operations can process submissions the same day.

Create dated client folders and move uploaded files