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Client Vault
Client-first document command center
Role
Client Vault
Bennett Family Holdings
Partnership - Client ID 1042 - Senior Partner Harper Hofer
Client ID Bridge
TR drawer ID
001042
SharePoint path
Resolved
The app is the translation layer between Virtual Office client IDs and the firm's partner/entity folder model.
Clean Folder Model
TaxClientsHarper HoferBennett Family Holdings2026Federal
Users search the client. The app handles the noisy SharePoint path.
| Document | Category | Status | Confidence | Action |
|---|---|---|---|---|
| Federal Return - Client Copy.pdf | Federal | Ready | 98% | |
| Federal E-file Authorization.pdf | Federal | Review | 72% | |
| Depreciation Schedule.pdf | Federal | Ready | 94% | |
| Federal Workpaper Index.pdf | Federal | Ready | 100% |