Demos
SharePoint Drive Lite
Windows Explorer familiarity without root-drive noise
Role
Folders
H:\TaxMaster
Tax
Clients
Harper Hofer
1042 - Bennett Family Holdings
2026
SurePrep34 items
Federal18 items
States27 items
Attachments61 items
_Attachment StagingReady
SharePoint Drive Lite - Client Context Only
Tax > Clients > Harper Hofer > 1042 - Bennett Family Holdings > 2026
NameFolderModifiedSize
Attachment Staging
Selected file
E-file Attachment - 1099B.pdf
_Attachment Staging - 11 pages
Stable shared path
H:\TaxMasterAttachmentStaging\1042\2026\efile
Visible to all preparers inside the virtual office. Not a user-local C drive path.
Not staged yet
This is the failure point from the recording if left as a local path.