Hey folks. Anyone else finding the whole secure uploads from clients to be more headache than it solves? Tried a couple other platforms but ended up back with Rocket Statements mostly 'cause I’m foiled by tech giants' interfaces half the time.
There's gotta be a smoother way, right? Like, how secure do these uploads really need to be? I get the whole confidentiality thing, but compared to sharing a random Google Drive link...
Can't keep counting the times clients screw up the file type or upload to the wrong place. Sometimes wonder if I’m just making things complicated myself. Using Rocket Statements to auto-process some stuff helps but honestly, I still get nightmares about missing docs come tax time.
I mean, I just wanna share and forget. Anyone got a hack for this simpler? Or should I resign myself to eternal file naming battles... 🤷♂️