How to Set Up a Client Folder in Dropbox 1 Section4 Lessons10 Weeks
3. Create folder whichever is applicable
a. Invoices – includes proof of payment, invoice, Client Activity Sheet (CAS)
b. Meeting Notes – includes application form, meeting notes/information for client meetings (Initial Advice, Follow Up, Post Service Care and Follow Up Support Meeting)
c. Documents – includes documents sent by clients (ex. Balance sheet, profit and loss, proof of investments)
d. Structures – includes files for structure set up (ex. Company and Trusts, Foundations, etc)