Folder Types

Client Folder Vs Library Folder Vs Internal Documents

"Client Folders" or "My Documents" folder for "Users." 

  • In the File System, the Client Folder section is where you upload and download files to your Users/Clients—a two-way communication.

"Library Folders" 

  • The Library Folder section is where the Admin's and Super Admin's build form libraries, like IRS forms, tax organizers, and the like. Your Users/Clients can not upload to these folders, and it is one-way communication.

"Internal Documents" 

  • The Internal Documents folder is for exchange between all the Admin's in the system, and it is not a Private folder.

Thank you, please call in or Submit a Ticket or ask for Live Support if you have any questions.