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@dascpa wrote:

My portal uploads are close to 75% of my clients.  They could be around the corner and still upload.

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In my experience this is all just a trade-off.  I spend some more time organizing documents but then I don't have the 30 minute conversation about what their grandkids are doing or how many medical procedures they had last year.  Or for clients on the younger side you don't have to spend 20 minutes explaining bonus depreciation to them and why they shouldn't rely on a random YouTube video for tax advice. 😉

You could conceivably hire somebody to organize the documents for you.  There are plenty of PDF tools that someone who doesn't have to know much about income taxes can use to convert, orient and organize everything you need into one PDF file in the order you want it for efficient tax prep.