Custom Folder Templates

Create standard processes and consistent organization across your firm with folder templates.

Work Faster, Be More Consistent with Templates

Create a custom folder structure per project or client type, such as Accounting Services, Payroll, or tax engagements, to create standard processes and consistent organization across your firm.

More About Folder Templates

Client Templates: SmartVault creates client folder templates automatically as you add or invite clients.

Engagement Templates: There are two types of templates: non-time-bound and time-bound. Anything replicated monthly, quarterly, or annually, like financial services, tax engagements, and wealth management services, is time-bound.

Keep Data Safe with Bank-Grade Security

Granular access permissions give you 100% control over who accesses folders and documents. Advanced security measures like automatic data backup, file versioning, activity tracking, bank-grade encryption, and multi-factor authentication (MFA) also give everyone peace of mind.

Frequently Asked Questions

What is a folder template?

SmartVault creates a folder structure for your account called Folder Templates as you add clients, create engagements, and add and edit folders in your account. Creating a well-organized, repeatable folder structure within your document management system automates the process of setting up clients and promotes consistency throughout your entire business. This makes it easier for your team to move the workflow forward and deliver better client experiences.

Can I edit/customize folder templates?

Yes, you can fully edit and customize folder templates in SmartVault. You can create a folder structure tailored to your specific needs, whether it’s for different types of engagements, projects, or client services. Customization allows you to implement consistent processes and organization across your firm, ensuring that each client or project follows the same structured approach. This flexibility helps you adapt the system to match your firm’s unique workflows and requirements.

What's an example of a folder template?

Below you’ll find the exact folder structure expert Dawn Brolin, CPA, CFE, the CEO of Powerful Accounting, uses in her firm to boost her firm’s productivity and efficiently serve clients.

Client Uploads
Permanent File
- Power of Attorney
- Asset Acquisition & Disposal
- IRS & State Correspondence
- Onboarding & Registrations
Tax Year 2021
Tax Year 2022
Tax Year 2023
- Client Organizer
- Client Tax Returns
- Firm Filing Copies – Tax Returns
- Firm Source Documents
- Tax Plan Reports
- Tax Upload Folder

What Our Customers Say

I like to focus on the parts of my work that I enjoy - the client interaction and tricky tax problems - not practice analytics. SmartVault has reduced or eliminated a lot of the boring parts of my job - and my heavy duty stapler hardly gets used at all anymore!

Rhee Eliker Owner of Rhee Eliker, CPA, MBT

I would totally recommend SmartVault to other offices. It has so many perks for running an office smoothly - organizing client files, inviting clients to upload, getting notified of uploads. It's the first thing I sign into each morning to start working. SmartVault gets 6 stars out of 5 in my book!

Dania Amezcua One Stop Tax Service & Professional Help

We're now 100% paperless, working 100% in the cloud! SmartVault allowed us to eliminate our server and full-time IT service, saving around $1,500 per month.

Robert Paolini Paolini Financial Group, LLC

As the owner of PK Petrykowski CPA, serving over 220 clients across service businesses and individual tax clients, SmartVault has transformed the way we manage and share sensitive client data. Before SmartVault, we relied solely on email and physical mail, which was costly, inefficient, and less secure. Now, with SmartVault's document management system and client portal, we've eliminated the need for one full-time employee dedicated to sorting paper documents, saving us valuable time and resources.

PK Petrykowski CPA Prudence Petrykowski

I love using SmartVault because it’s so organized and easy to use. SmartVault’s integrated document management system and client portal helps us provide personalized services to our clients, increase client collaboration, and create stability and security in our workflows. I highly recommend SmartVault to other tax and accounting firms that are looking to securely work with clients online.

Diane Curtis Affiliated Financial Services