Accounting or tax firms with multiple partners can use SmartVault to securely store documents and to share documents with firm employees, clients, and business partners.

In this scenario, create a vault for each partner that works in the firm. For example, if you have a partner named Carol Jones, create a vault called Carol Jones.

In each partner vault, create alphabetized client folders, such as a Clients A-H folder, a Clients I-P folder, and a Clients Q-Z folder.

In each alphabetized group of client folders, create a subfolder for each client. For example, if you have a client named John Appleby, create an Appleby, John folder.

In each client sub folder, create additional subfolders as needed for each client entity. For example, for the client John Appleby, you may have a John Appleby - Personal folder, an Appleby Family Holdings folder, and an Appleby Grocery Stores folder.

For each client entity, create additional subfolders as needed. For example, in the John Appleby - Personal folder, create a Send to Carol Jones folder, a Financial Statements folder, a Tax Returns folder, and a Working Documents folders for each year, such as a 2009 Working Documents folder, a 2010 Working Documents folder, and a 2011 Working Documents folder.

In each Working Documents folder, create additional subfolders to organize the client’s documents, such as 2009-01 January Financials, 2009-02 February Financials, Engagements Letters, Working Papers, or any other folders needed in order to effectively manage client documents.

You can also create vaults for each of the different departments in your firm, such as HR, marketing, finance, and legal, to use to securely store and share internal firm documents.

In this scenario, your vault and folder structure would be similar to the following structure