How does your company organize file storage: by account and then by month, or by month and then by account?

Our company organizes file storage primarily by account first, followed by the month. This method allows us to group all files for a specific client or account together, streamlining access to their entire collection of documents. Within each account folder, files are then arranged in subfolders by month, which enables easy chronological management of documents. This system facilitates efficient retrieval and analysis of files related to a particular account over time, enhancing our ability to provide timely and relevant information to our clients. It also aids in maintaining organized records for auditing and compliance purposes, while ensuring that the most current month’s data is readily accessible.