Firm workspace

Your clients, deadlines, approvals and outstanding work in one place.

The Kima filing framework

One system of names and folders. The folder you drop a document into decides its name.

Anatomy of a reference

Every document gets a reference that reads without opening the file, even ten years from now.

KM-ALUCAMQW-2026M09-ACH-0007Z
KM
Kima marker
ALUCAMQW
Client code
Derived from the name and the NIU. The NIU itself never appears in the name.
2026M09
Period
M = month, T = quarter, A = financial year.
ACH
Kind of document
0007
Sequence number
Z
Check character
Catches a reference mistyped into an email or read down a phone line.

Build a reference

Choose the kind and the period: the name and the folder follow.

Kind of document

Purchase invoices — What you bought: invoices from your suppliers.

Period

September 2026

Reference

KM-ALUCAMQW-2026M09-ACH-0007Z

Filename

KM-ALUCAMQW-2026M09-ACH-0007Z.jpg

Folder

  1. ALUCAMQW
  2. 2026
  3. 2026M09
  4. ACH — Purchase invoices

Check a reference

Paste a reference received by email or written down by hand.

The tree follows your obligations

A réel client sees monthly folders, an IGS client quarterly ones. Nobody sees a folder for a tax they do not pay — which is what makes an empty folder mean something.

Regime

3 folders for the year · 0 to chase

  1. 2026AFinancial year 2026

    • COR — Tax correspondence
    • IDF — Tax identity
    • PRV — Filing evidence

What the phone called the file

Names sent by WhatsApp or from a camera usually carry the date. We read it and suggest it; nobody files on your behalf.

Suggestion

Suggested from date 2026-09 read from the filename. To be confirmed.

Period
2026M09
Kind of document
No clue

Three principles

  1. 01

    The folder is the form

    A client will not fill in four fields, but they will drop a file in a folder. The folder carries the information.

  2. 02

    The name survives the system

    On a USB stick, in an email attachment, or in the vault in 2032, the document describes itself.

  3. 03

    An empty folder is a finding

    The tree comes from your obligations: a folder that should hold something and does not is visible before the deadline.