Home Filing System Ideas
Home Filing System Ideas
Jun 23, 2021
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Annual Filing Season Program | Internal Revenue Service
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Dr Clare Le Roy | Business + AI Strategy on Instagram: "Is your client filing system well organised? Here’s what I do ⤵️ ✅ I use Dropbox to store all my client files in the cloud. ✅ Each client folder has the same naming convention so I can find what I need quickly. My naming system was: Suburb - Surname That’s because I generally remembered the suburb the easiest - you create a naming convention that works the best for how your brain operates :) ✅ Also have a ‘New Client’ folder that is ready t
Dr Clare Le Roy | Business + AI Strategy on Instagram: "Is your cli…
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