dascpa
Level 12

My individuals are now running 15% meeting, 15% drop off (all unannounced), 60% portal, 10% mail, fax, email and phone pics.

You can control your day with meetings. You cannot control all the other. It could be -0- or 20 in a day (yes Jim we know that's a slow day).

The portal is a pain.  6,000 files, front and back, stuff I don't need.  Like the 1,000 page home purchase documents.  Then you have the portal upload of a file, tomorrow, the next day, etc.  When are you done uploading?

I used to track the number of clients who had "everything" in one fell swoop. It was less than 10%. The start-stop-start-stop clearly adds complexity.  

I'm in a higher income area so everyone has many investment 1099's, rental properties, multiple states, foreign income, etc.  I would love a practice of 10,000 kids returns with one W-2.