What types of documents should I store in ScaleFactor? 📘


Easily access and manage your important files.

ScaleFactor's Documents tool is meant to provide easy access to all of the documents you need to run your business and pay taxes. The Documents tool comes pre-loaded with folders for the following document types: 

  • Transaction Documents
  • Administrative
  • Accounts Receivable
  • Accounts Payable
  • Inventory
  • Payroll & HR
  • Tax
  • Entity Docs & Agreements
  • Deliverables
  • Engagement Letter 
  • Client Uploads

If any documents do not fit the primary folder types, they can be placed into Client Uploads for safekeeping!

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