Digital Binders
A digital tax binder for every client, built automatically.
Paloma gives every client a digital tax binder - one organized folder per year where files are sorted and named automatically, and sit next to the workpapers they support.
The shared drive is where documents go to hide.
IMG_4923.pdf
Files named by cameras, sorted by upload date, findable only by the person who filed them - maybe.
One desk, one binder
Paper binders work great for exactly one person at a time, in exactly one building.
Every client filed differently
Ten staff, ten filing styles. New hires spend their first season learning where things live instead of doing the work.
What it does
One binder per client. The same binder every time.
One folder per client-year
Everything for this client, this season - source documents, workpapers, notes, signed letters - in one place.
Files sorted automatically
Uploads are identified and filed into the right section on arrival - W-2s with W-2s, K-1s with K-1s.
Clear names, automatically
'Sarah Chen W-2 2024.pdf' instead of a camera timestamp - every file says what it is before you open it.
Notes where the work is
Staff comments and client notes attach to the documents they're about, not to an email thread three tools away.
Export the whole binder
ZIP or one merged PDF, on demand - the binder is portable the day anyone needs it to be.
How it works
- 1
Every client gets one folder for the year.
- 2
Files are sorted into the right sections automatically.
- 3
Each file gets a clear name.
- 4
Your whole team opens the same tidy binder.
The binder is where collected documents land and where workpapers get built, the unit your whole tax workflow tracks.
Common Questions
Book time with Abby
15 minutes. Open one client's binder and see a season's worth of chaos already organized.
Pick a timePrefer to write first? Contact us about Workpapers.