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Client folder generation

Need a lot of folders – fast?

We’re helping businesses bulk generate their client folder structure for the 2024 financial year. Simply tell us the folder structure you require under the client folder and we’ll do the rest.

 

  • Our automated tool for simple bulk folder generations is included with Super Suite; otherwise this service is $99.
    • After using our tool for the first time, one of our Super Suite customers said “I knew the folder structure I wanted under each client — Financial Year with subfolders underneath — and I already had a SuiteFiles template for that folder structure so it took under a minute to set up! The process happened automatically, and I didn’t have to think about it again; 23,000 new folders were just where they were supposed to be.”
    • Email support@suitefiles.com if you’re interested in upgrading to Super Suite for immediate, automated bulk folder generation controlled by you instead of requesting a bulk folder generation by SuiteFiles.
  • For non-Super Suite customers and Super Suite customers with complex requirements, we’ll bulk generate a folder structure for every client in your SuiteFiles site.
  • We run generations on a first come, first served basis.
  • We’ll confirm a date and time with you prior to the event.
  • Typical turnaround time is 1-2 weeks, once requirements have been confirmed
  • You’re limited to one level of sub-folders under 2024.
  • Folder structures must start at the client level (not with a group).

Fill out the form below to get started.



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