Feature Request: Automated Client Folder Templates Based on Service Types

Product Feedback
1

Hi Assembly team,

I just started using Assembly and I absolutely love it compared to other softwares! Although I’m running into a workflow bottleneck that I think many accounting/bookkeeping firms face, and I’d love to see if Assembly could help solve this.

Every time I onboard a new client, I spend 15-20 minutes manually creating the same folder structures (empty folders) in their Files section. For example, for tax clients (I’m in Canada), I need folders like “CRA Correspondence,” “Tax Slips,” “Prior Year Returns,” etc. For bookkeeping clients, it’s “Bank Statements,” “Receipts,” “Payroll,” and so on.

With 50+ new clients per tax season, this manual setup is eating into billable hours and sometimes folders get missed or named inconsistently.

I would love if there was a way to automatically create folder structures when clients are created based on their custom field values (tax or bookkeeping).

What I’m thinking:

  1. Folder Template Builder: Create reusable folder templates with nested structures

  2. Smart Assignment: Set up rules like “If Client Service = Tax, use Tax Folder Template”

  3. Integration with Automations: Make use of Assembly’s existing automation system to trigger folder creation

  4. Template Management: Edit templates once, apply to future clients automatically

Anyone else dealing with this same challenge? Would love to hear how other firms are handling client folder standardization :slight_smile:

Thanks!

Natalie Minardi
studiominardi.ca

1 Like
2

Hi Natalie!

Great to hear you’re enjoying Assembly! You actually can already automate folder and file creation almost exactly like you asked (not with “templates” but basically with everything you mentioned.)

Go to Automations and click “+ start from scratch” and you can build this today:

Example for your tax clients:

Select the trigger for when your contact/client is updated with the custom property type that you create (in your case, tax/bookkeeping)
Select the trigger for when your contact/client is updated with the custom property type that you create (in your case, tax/bookkeeping)2044×1158 135 KB

Select the trigger “Contact updated” with whichever custom property type that you already created in the CRM (in your case, I did a sample tag for “Client Type” with either “tax” or “bookkeeping” as options.

Example Tax Folder Automation 2
Example Tax Folder Automation 22006×1148 172 KB

Select action “upload files and folders.” Create the folder structure you mentioned like I did in this screenshot on your desktop and drag and drop those empty folders in.

Or if you want to set this up year after year, create a main folder with empty nested folders (e.g. start with “2026” with empty subfolders for Prior Year, Correspondence, etc., upload the 2026 folder, and subfolders will also be uploaded into the automation).

Now whenever a client signs up, you just select “Tax” or “Bookkeeping” in the CRM next to their name, and the automation will trigger.

You can get even more automated with this so that you don’t need to manually assign clients to Tax/Bookkeeping status. You can use automations to assign clients to tax or bookkeeping tag based on whatever rules they use to login or purchases they make from you.

A quick example is if your tax clients purchase an “Annual Tax Filing” product from your store, you could automatically assign them to “Tax” client type and then trigger this automated folder upload for that year after they make that purchase.

Explore a little more and let me know if this is what you’re looking for!

  • Vivienne, Assembly Product Marketing Lead
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