Morning,
Feel like I'm always posting here, but anyway...
I know client folders are designed for scenarios such as when you have a company as a client, but then maybe handle a director's Self Assessment, so you can group them together.
Would it be detrimental to for example, have a folder for Sole Traders, a folder for Incorporated etc, using folders to group clients in a custom way?
It would obviously mean grouping unrelated clients into the same folders, just wondering if this could be a case use or it's best not to do it.
Thanks
