📂 How to Set Up a Default Folder Structure in Client Hub

Creating a default folder structure helps you stay organized and ensures consistency across all client workspaces. These folders will automatically be added whenever a new client is added to your firm’s Client Hub.

✅ Step-by-Step Instructions:

1. Go to Setup & Settings

   • From the left-hand navigation menu, click the gear icon to open Setup & Settings.

     Open Initial Folders

   • Under the Client Setup section, select Initial Folders.

     Choose Folder Type

   • Decide where you want the folders to live:
     • Client Shared — folders that clients can access.

     • Internal — folders visible only to your firm’s team.

       Add a Folder

   • Click the Add Folder button.

     Create Top-Level or Subfolders

   • Type your folder name and press Create.
   • To add a subfolder, click on the folder name first, then use Add Folder again.

💡 Pro Tip:

Use consistent naming conventions like TAX RETURNS , BANK STATEMENTS , or CLIENT AGREEMENTS to keep things clean and organized across all workspaces.

Here is an example of a standard folder structure