Digital Grocery Bag of Receipts
For year's I've stated the pros and cons of client portals. Yes, I can handle clients all over the world. Yes, I have fewer meeting. but I also cannot control when stuff comes in. I cannot control bad scanners, crooked pictures, etc.
For those of us old to remember clients bringing in a grocery bag with all their receipts, it's gotten worse, just in the cloud. Every doctor's bill, every prescription, every weekly daycare receipt is now uploaded in a separate file - no matter how many times I tell them I want summary lists only. You keep the receipts, I get the summary. I don't care that you're on blood pressure medicine and anti-depressants.
Client uploads over 900 one-page files. So I tell him the tax prep bill is going from $300 to somewhere between $3,000-$4,000. Yup, I'm the bad guy. I just love clients....
