My prior firm kept paper files so file naming conventions weren't as important. The naming convention we started with and aren't happy with is the following: for workpapers "2019 tax workpapers - xx" where "xx" represents the client's initials, and "2019 tax workpapers - xx" and "2019 engagement letter - xx." We move it into the "Internal" folder and combine the files to create our workpapers. William Gallagher 2 Reddit OmniFocus 3 4.5 / 5 Get from the App Store OmniFocus 3 leaves other To Do apps in its dust, but you have to need its power or it's overwhelming. We use the "Uploads" folder as temporary storage for what the client uploads through Sharefile. We keep their prior tax returns under "Taxes" by year. 0 Encoder Setup : User Name: admin Default Password: Admin123 Once the. The clients have access to their Taxes and Uploads subdirectories. Currently, each client has a subdirectory under which we have the following subdirectories Internal, Other, Taxes, Uploads. In a market crowded by iPad productivity apps, there is a strong reason why the comparison between OmniFocus vs. Contexts only include their name, along with a status so you can mark all tasks with one context as Active, Dropped, or On Hold. Lets out weight the pro’s and cons of OmniFocus and Todoist and find out which one is the best productivity app for you. OmniFocus uses as the symbol for contexts. So I need to replace that portion of the action title by a meaningful name, for example the name. For a couple of CPAs, some of this was outside our wheelhouse! One thing we could use help with before we grow any larger is file naming conventions. You can come up with your own contexts that make sense for your tasksand just type in the context name. The projects technical lead can vary from project to project. There are so many things to do when you start a new business: business name, logo design, marketing, web site, software, etc. Hi fellow Redditors! After several years working for others, my brother and I started a tax practice last year.
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