itonewbie
Level 15

No different from this year.  That depends on the profile of your clients.

If they are tech savvy and so are you to some extent, through a client portal perhaps?

If your clients are not as tech savvy but work with you remotely, perhaps PDF organizer over emails with encryption?

If your clients are more old fashion and prefer everything on paper, perhaps dispatching paper organizers the old fashion way by snail mail?

No one cookie cutter solutions.  All depends on your clients' profile and preference...

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Still an AllStar

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