Move to the cloud, use Fieldwire. Web based on desktop, mobile apps that sync pdf locally in case you don't have connection at site. Source: about 2 years ago

Some places (https://swanbitcoin.com for example) allow you to submit an XPUB and use that to automatically generate a new address for each withdrawal. If your platform doesn't allow this, and you want the privacy, you can approximate it manually by just changing the withdrawal address each time. If you don't want the government to know your totals, it's important that you use a platform without KYC. Even if you... Source: about 1 year ago

Also given OP is well into the >1BTC club, Swan would be a decent option for them too. Source: over 1 year ago

But, it sounds like you're looking more for ways to onboard into BTC.... well, there are many exchanges etc but in my opinion Swan Bitcoin is the simplest and most straightforward. You can use my membership link here https://swanbitcoin.com/wsdmrtst or if you don't trust my link just go to swanbitcoin.com. My link is just for me to get a little credit for referring people (it takes you to the same site), but... Source: over 1 year ago

If you're in the US use https://swanbitcoin.com, set up your savings plan (DCA) with them and withdraw for free to your own custody any time. Source: over 1 year ago

Https://swanbitcoin.com is beeing build by bitcoiners for bitcoiners to do that. Source: over 1 year ago