I built my practice with an annual "disorganizer" sent to clients with an explanation that some preparers required paperwork to be completed that was more complicated and time-consuming than just filling out the returns.  It was three or four pages of news and commentary, detailing what documents and information to bring me, and we did mostly in-person appointments for gathering additional information.  After the first few years, clients know what is expected, and with few exceptions I haven't taken any new clients in the last ten years.  For the last two years, we did not do office appointments, and people dropped off or mailed their "tax stuff" (the technical term for raw materials).  This year we are back to appointments, but some clients don't need one.  As the saying goes, different strokes for different folks.