YakFiles Docs

How to create a client workspace in YakFiles

Owners and admins

Each client needs one place for their files, document requests and the people working on them. A workspace keeps all of that together, and the Accounting client template sets up the folders a tax or bookkeeping file needs.

Before you start

  • A YakFiles account (any plan)
Transcript

Give every client one place for their files and requests. Here's how to create a client workspace in YakFiles.

On the Workspaces page, select New workspace, and enter the client's name and your reference for them.

Under Start from, choose Accounting client. It adds folders for source documents, working papers, documents for approval and filed returns.

Select Create workspace. The new workspace opens, ready for files and document requests.

Steps

  1. Name the workspace ▶ 0:09

    In Workspaces, select New workspace. Enter the Workspace name and, optionally, a Reference.

    New workspace form with the workspace name and reference filled in

  2. Choose a template ▶ 0:16

    For Start from, choose Accounting client.

    Start from set to Accounting client

  3. Create it ▶ 0:26

    Select Create workspace. The workspace opens on its Overview.

    Overview of the new Achebe household workspace
ResultThe new workspace opens on its Overview, with folders such as Source documents, Working papers and Filed ready to use.

Next steps

Updated 2026-10-26