Sorting through Document Overload: Seeking Oasis

Okay, so here's the deal. Working with a zillion bank statements coming in from different folks has got me tangled. Rocket Statements is in my toolkit, but when we hit the point of needing to share docs with clients—holy moly, things get murky. It’s like, I just want a smooth flow from converting those PDFs to sharing them hassle-free. Anyone else feel like document management becomes a beast here?

Sometimes, I think I'm over the whole dragging files into folders thing, but you gotta do what you gotta do, right? Is there a trick I'm missing to make the sharing part less... clunky? Wish there was, like, one smooth pipeline from Rocket to the client's hands without me playing file curator all day.

Anyone else out there finding a smart workaround or maybe using it alongside another tool that cuts down on this back and forth? I'm open to suggestions because, yeah, I could use a breather on this one.