I am looking to streamline my practice digitally.  Currently, my clients bring in their papers and they pick up or I mail a completed paper copy on completion.  I am looking to change this as it takes up a lot of time, especially the pickup and drops off. (Seeing clients twice!)

What do you use for gathering client's tax documents and then delivering electronically?

I use ProSeries Professional software.  I have used the password-protected email but clients have trouble opening it or ask me for the password even though the instructions are in the email.

I appreciate any advice of whats worked for you

Thank you