How to organise Google Workspace to share documents with your tax adviser

One of the main sources of inefficiency between a company and its adviser is exchanging documents. Emails with 15 attachments, WeTransfer, WhatsApp photos of receipts... At DPL we have standardised a shared Google Drive structure that ends the chaos.

Recommended structure

• 📁 INBOX → Where you upload purchase/supplier invoices.
• 📁 PROCESSED → DPL moves what has already been booked here.
• 📁 TAXES → Quarterly and annual returns filed, with acknowledgement of receipt.
• 📁 PAYROLL → Monthly payslips.
• 📁 CONTRACTS → Corporate, employment, leases.

Granular permissions

Each folder has its own permissions: you can see everything, but only upload to INBOX. DPL has edit access to process and return signed documents.

We set up this system in under an hour during each client's onboarding. See plans with Drive included.