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Create tax year folder structure for new client lists

Create tax year folder structure for new client lists

Your new client lists force staff to recreate folder templates each tax year, delaying intake and risking missing files. It creates the tax-year folder and starter sheets so team begins prep same day.

Create tax year folder structure for new client lists

Overview

When a new client list is created, your preparers no longer waste time rebuilding folder hierarchies and templates; everything is provisioned automatically. That means intake starts the same day and fewer documents go missing during busy tax seasons.

Create tax year folder structure for new client lists