I use ProSeries for tax. I use Intuit Link to collaborate with tax clients. I use some fax and emails still. I use PandaDoc for signing forms. I tired ProSeries signature last year and did not work for half of my clients. I am Quickbooks Proadvisor. I use Quickbooks desktop and Quickbooks online. I use Quickbooks online for billing Quickbooks and tax clients. I have about 120 clients mostly businesses and related returns. I still print all clients paperwork including a copy of their returns, file in a filing cabinets and shred after 7 years. 

I manage the entire process, answer my own phone, hardware, software updates, and backup. I work from three different locations. 

Any ideas how I can streamline my process?