Custom Print Solutions for a Smooth Tax Season

Professional Folder Solutions for Financial Documents

In the tax and financial industry, organization and presentation matter. Clients expect their documents to be secure, easy to navigate, and professionally packaged. Offering the right folder solutions helps your customers deliver a polished experience while staying efficient. FolderWorks™ provides a range of options designed to meet these needs with features that add value and convenience.

Presentation Folders

Presentation folders create a clean way to deliver returns, receipts, and summaries. Sturdy paper stocks keep document sets neat, and custom print reinforces firm identity. Pocket layouts help tax teams separate financial returns from supporting records so clients leave with information arranged in a logical order.

Standard Presentation Folders

Available options include one or two pockets and reinforced edges. Customize with 1- or 2-color print, foil, embossing, or full color digital print.

Legal Size Presentation Folders

With the same customization options as standard presentation folders, legal folders are designed to fit larger 8.5" x 14" documents.

Expandable Folders

When clients need extra capacity, expandable folders are the answer. Ideal for multi-year returns or bulky packets that include receipts, statements, and worksheets, expandable folders feature flexible gussets that eliminate overstuffing and protect documents during transport. Custom print adds clarity and consistent branding across many client files.

Expandable Folders

Choose ¼” spines to hold up to 25 sheets per pocket, or ½” spines to hold 50 sheets per pocket. Customize with 1- or 2-color print, foil, embossing, or full color print.

Box Pocket Folders

Wide spines and roomy box pockets are available in four spine widths and are built to handle your largest documents - up to 100 sheets per pocket!

File Folders

Daily workflow depends on reliable file folders. Color choices can help teams create simple visual systems for sorting returns, audits, and in-progress work. Clear custom print ensures every folder fits into the office’s filing structure, so staff can find the right packet quickly, saving time during peak season.

Other File Folder options:

• Portfolio style folders with reinforced top edge and glued sides.

• Tab File Folder with Two Pockets

• Pocket File Folders with customizable, reinforced edge.

Additional Tools

Literature folders, document folders, and mini folders support simple client outreach during tax season. These compact pieces help firms present checklists, service details, and seasonal updates and give tax professionals an easy way to introduce themselves to potential clients or share information at intake, review or follow-up appointments.

Conclusion

Tax professionals rely on tools that keep information secure, accessible, and well presented. Custom printed folders and report covers support efficient processes that streamline workflows and strengthen the client experience.

These products are featured in the FolderWorks™ 2026 Catalog and can be ordered online at Navitor.com or by clicking here and logging in.