rbynaker
Level 13
03-11-2023
09:02 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
@IRonMaN wrote:
Thank you for reassuring me that my choice to not provide client portals was a good choice.
Not much difference. Even if stuff is mailed or dropped off I'm still tracking this time for opening their envelopes and pulling out all of the crazy stuff like utility bills, this year's property assessment, uncashed dividend checks, a newsletter from their HOA, the entire August broker statement where nothing special happened, and one receipt for a pair of eyeglasses because the glasses place told them they could write it off on their taxes.