Quality of pdfs created by clients has not been so good the last few years as they switched to using their phones for scanning.
Screws up the OCR populating by Gruntworx or SurePrep etc.
My preference is for them to send me original pdfs that they downloaded from their brokerage and employer portals. For the other docs I'm asking for paper originals unless they have desktop scanners.
Question: am I just creating a password hassle by asking for originals? If client has to log into brokerage firm portal, are most of them providing unencrypted pdfs or encrypted?
I could unencrypt given the pw, but for smaller clients might just say send me original paper statements etc.