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File organization software/application
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Does anyone know of a file organization/management software that kinda of acts like a binder in cch Engagement? I really don't have any need for the sign off or trial balance aspects of the software.. But the ability to organize documents underneath different tabs and and view them all in one screen is something that I miss a lot... And something that is driving me insane in File Explorer.

I feel like what I'm imagining can't be that difficult of a software.

Ideally I would select a folder - and the application would just show me all of the folders, subfolders and files that it contained. It would then allow me to rename documents and move documents within new subfolders that I create.

Does anyone know of something like this? Right now I'm just driving myself crazy clicking in and out of folders that I've created to keep my client docs organized in File Explorer so any suggestions would be great.

Thank you!

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2 years ago