An organized document storage system is vital to streamlining your recordkeeping requirements, providing the tools for your new employee or volunteer to start working, and cross-training existing staff members.

Using naming conventions makes it easier for you to locate information quickly and successfully show proof of source documents for Tax and Auditor preparations.

You can meet the needs of your stakeholders without having to worry about losing your data due to staff turnover.

This downloadable zip file comes with detailed installation instructions, naming convention template, and custom folders for you to import into any cloud document storage system to run your organization. The folders can be added to Dropbox, Box, Google Drive, Onedrive or cloud storage system you use.

Once you purchase, you will receive a unique email link to download the file within 24 hours. Check your spam/junk folder if you don’t see the email in your inbox.