Move and rename client binder files to folders

Your binder PDFs in the staging folder become orphaned and delay client processing. Move and rename them into account folders for immediate access and same-day auditability.

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Overview

Binder PDFs sitting in a staging folder create crawl traffic for IT and slow down tax processing; this flow routes, renames, and copies each incoming binder into the correct client folder so files are audit-ready same day. It reduces manual filing and gives your tax and operations teams immediate, reliable access to client binders ahead of processing.