Dropbox Setup

06 March 2020

Introduction

The Approach to this Article is consistent with our Standard System and Procedure.
Every Client is required to have a space in the “Cloud” to “Park” their documents.
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.
The fees quoted is based upon the assumption that this Standard System and Procedure is followed.
Some Clients use iCloud and other means.
One such system used by Clients is “Dropbox”.

This is highly efficient and ensures costs are kept down.
It avoids the need to raise addition fees where this process is not followed.
As a result, Avar will not take ownership or 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 by Avar is put on Telegram for the Client to manage.
This is where information and documents are shared with Avar.
The folder structure is mutually agreed and then setup with our Guidance including the following convention:
- “URN – Full Name – Accountants” .
- “URN – Full Name – SATR”.
- 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 remaining folders are mutually agreed.
- You are advised to download and backup your Telegram folders in a separate folder.
- This should be done at least monthly.
- In the event of disengagement you will be given 7 days to download all telegram history..
Folders are a matter of your choice, other than the ones requested by Avar.
Avar is willing to create all the necessary folder structure for “auto-pilot”.
It is mandatory where Avar have retained as “Business Managers” that the folder is setup with your agreement to Avar requirements to maintain low costs.
If you need any help in setting this up, please contact a member of the Avar Team.