Dropbox

Introduction

• The Approach to this Article is consistent with our Standard System and Procedure.

Convention

• All Clients are required, in accordance with our General Rules of Engagement, to maintain and use a system for filing documents in a structured fashion.
• This is highly efficient and ensures costs are kept down.
• Avar will not take ownership of any responsibility for the Client’s document.
• This applies to before, during and after the engagement.
• Furthermore, every piece of work done and the documents generated is put on Telegram for the Client to manage.
• Generally the majority of the Clients opt to use Dropbox. 
• This is where information and documents are shared with Avar. 
• We request that the shared folder with us adopts the following naming convention:
  • “URN – Full Name – Accountants” .
  • URN (Unique Reference Number) will be given to you by Avar on the outset. 
  • Click here to see what the URN is and why it is used.   
• The following folder structure should be setup for LTD or LLPs:
  • 00 – Past Documents – Pre-Avar.
  • 01 – Permanent Documents.
  • 02 – Systems Documents and Templates.
  • 03 – Boomerang and Workings.
  • 04 – Sales Invoices and Credit Notes.
  • 05 – Purchase Invoices and Credit Notes.
  • 06 – Bank CSV and PDF files.
  • 07 – Credit Card CSV and PDF files.
  • 08 – Cash Receipts CSV and PDF files.
  • 09 – Telegram Downloads.
• The following folder structure should be setup for Individuals and Sole Traders, where applicable:
  • 00 – Past Documents – Pre-Avar.
  • 01 – Permanent Documents.
  • 02 – Systems Documents and Templates.
  • 03 – Boomerang and Workings.
  • 04 – All SATR Documents and Workings 2019/20.
  • 05 – All SATR Documents and Workings 2020/21.
  • 06 – All SATR Documents and Workings 2021/22.
  • 07 – Telegram Downloads.
• This can be setup by you, in your own Dropbox, OR The Avar Team can assist you to or complete setup on your behalf.
• If you need any help in setting this up, please contact a member of the Avar Team.