dascpa
Level 12
03-11-2023
08:39 AM
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I friggin hate the Client Portal. Client's upload ten thousand files of all different kinds. Just got in one of Word files, Excel files, 82 picture files and 4 .pdf files. I tell clients no pictures but they don't listen.
Downloading, organizing and getting rid of crap takes longer than preparing the tax return itself.
I'm asking the community - do you charge differently for portal files or have an opinion of how to stop this? I can't just add a new line on a bill without advance warning to clients since it didn't happen in prior years.
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