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It appears there are only 2 options - E-Organizers and Paper (PDF) Tax Organizers.
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I'll jump in with my 2-cents since there's been no response thus far, which probably means that few, if any do.
In fact, some here don't use organizers, period. Those who do may convert a blank organizer into one that's fillable but I doubt you'd find any who would convert proforma organizers into fillable forms because it would mean manually adding form fields for each item, individually for each client.
Still an AllStar
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I agree. I just want a pdf that clients can fill in. Check the boxes in the questionnaire, etc. I don't want to import anything into Lacerte (garbage in garbage out). I just had a client ask me if I have a "fillable" engagement letter and questionnaire. I keep getting the request for the questionnaire.
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I found this to convert them to fillable for 2020
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I'm thinking of using this software. It doesn't look that complicated to do the conversion, but wondering if you can share your thoughts on it (if you used it).
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I have not used the software. I watched the video and it looks great. Would be easier for clients. Only thing is that I use Smartvault so I have to look at the workflow. It probably means converting then copying them one at a time onto the Smartvault folders. Very time consuming. But I think clients would like it. Too bad Lacerte won’t do this.
