Why, just why do clients think it's okay to stuff their files with JPEGs and Excel sheets that should have been converted to PDFs? It's like they want us to hate working on their file even before we've seen what it's got. Do you retaliate when you get files like this and ask your client to come back with a more organised, workable file or just suck it up and deal with it?

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Client here. I think excels are more respectful to the auditors so you can easily import them into the workpapers

I also include snipits of balances (ie bank balances on a bank rec) to substantiate the numbers. Its harder to forge a snipit than an excel sheet

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I used to just deal with it, but it would ruin my entire workflow. Now I let clients know that organizing their files properly actually saves them time and money, and I send them a checklist or template if needed. Most appreciate the guidance, and it sets a better tone for future years. We deserve to work efficiently, not as digital detectives! Now I only deal with clean, organized PDFs, instead of JPEGs of receipts and random sheets with no context.

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