How do accountants get clients to send clean documents before tax season?

The hardest part of tax season is not always the return itself. A lot of the stress starts with clients sending documents in five different ways: photos in text messages, bank statements with missing pages, handwritten mileage notes, payroll reports with no quarter label, and a shoebox that somehow has personal receipts mixed into business expenses. I used to wait until everything came in, then s…

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