SmartVault uses a folder structure in your account to store and organize your documents. Customers on the Standard plan must manually create their folder structure. This article provides a sample folder structure you can use to get started.
Our best practices for building your folder structure are another resource to help you plan and organize a folder setup that works for you. Your account representative can also help you create an efficient Vault and folder structure. Feel free to contact them.
Note
SmartVault Accounting and Business plans have predefined structures created by importing clients from Intuit products and inviting clients and employees.
Example of a Folder Structure
Let's say you are an accountant and want a folder structure that includes documents for your bookkeeping clients, tax clients, non-client-related documents, and a folder for monthly documents.
Your folder path might look like this:
SmartVault(S:)>Carol Jones CPA>Documents
Within the Documents folder, you could create subfolders for:
- Bookkeeping client documents
- Tax client documents
- Non-client related documents
- Monthly folders
Bookkeeping Client Documents
Your folder structure for bookkeeping client documents might include subfolders for specific document types, such as bank statements, financial statements, or budgets.
Tax Client Documents
Your folder structure for tax client documents might include subfolders for different document types, such as 1099s, K-1s, or tax returns.
Non-Client Related Documents
For non-client-related documents, you might have a general folder with subfolders for different document types, such as bank statements, engagement letters, or working papers.
Monthly Folders
You can create a folder for monthly documents with subfolders for each month and an EOY (End of Year) adjustments folder.