Checklist
Separate documents before volume arrives
The local object-storage path works, but the workspace still benefits from a clean naming and grouping pattern.
Separate internal practice and client materials
The first file structure should make it obvious what belongs to the practice and what belongs to a specific client.
Create a dedicated accreditation evidence lane
PRC, CPD, and BIR practice-registration files should not be mixed into recurring client folders.
Keep billing and legal references easy to recover
Invoices, engagement references, and operating rules should stay discoverable without a search panic.
Recommended map
Start from a simple folder tree
Keep internal, client, and regulator-facing materials separated early so the document system can scale without cleanup pain later.
LedgerWorksOS Workspace
Internal Practice
Accreditation
Operations
Policies
Clients
Northline Retail Supply
Santos Design Studio
Billing
Invoices
Subscription
Templates
Engagement Letters
Checklists