Client onboarding & Consulting

Standardize Client Folders Instantly

Create repeatable folder templates for every new client, project, or engagement.

Say goodbye to copying and renaming old folders. With EZFolders, you can spin up onboarding structures like:

“For each name in this list, create folders: Invoices, Agreements, Reports.”

Ideal for accountants, agencies, lawyers, or any service provider managing multiple clients.