Planning Your Folder Template Structure on the Standard Plan

SmartVault uses a folder structure in your account to store and organize your documents called Folder Templates. Customers on the Standard plan must manually create their folder template structure. This article reviews a sample template structure you can use to get started.

Our best practices for building your folder templates are another resource to help you plan and organize a folder template structure that works for you. Your account representative is another resource to help you create an efficient Vault and folder structure. Feel free to contact them by email or by phone.

  Note

SmartVault Pro and Enterprise account folder templates are created by importing clients from Intuit products and inviting clients and employees.

Folder Template Structure Example

For our example, let's say that you are an accountant and want a folder structure that includes documents for your bookkeeping clients, your tax clients, non-client-related documents, and a folder for monthly documents.

Your folder path might be: SmartVault(S:)>Carol Jones CPA>Templates

Then the Templates folder could have 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 additional document types, such as bank statements, financial statements, or budgets.

Image of file explorer showing the folder path SmartVault(S:)>Carol Jones CPA>Templates>Bookkeeping Clients Templates with subfolders for Bank
  Statements, budget, engagement letters, financial statements, human resources,
  send to carol, tax returns, to do, and working papers. See information above.

Tax Client Documents

Your folder structure for tax client documents might include subfolders for additional document types, such as 1099s, K-1s, or tax returns.

Image of file explorer showing the folder path SmartVault(S:)>Carol
  Jones CPA>Templates>Tax Client Template with subfolders for 1099s, Engagement
  Letters, K-1s, Other tax docs, Send to Carol, tax returns, and working papers.
  See information above.

Non-client Related Documents

You might have a general template folder with subfolders for additional document types, such as bank statements, engagement letters, or working papers.

Image of file explorer showing the folder path SmartVault(S:)>Carol
  Jones CPA>Templates>General Templates with subfolders for Bank Statements,
  engagement letters, financial statements, human resources, send to carol, tax
  returns, and working papers. See information above.

Monthly Folders

You can create a monthly folder with subfolders for each month of the year and EOY adjustments.

Image of file explorer showing the folder path SmartVault(S:)>Carol
  Jones CPA>Templates>Monthly Folders with subfolders for each month of the
  year and EOY adjustments.See information above.

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