Thanks for the response itonewbie.

By your description of what needs to be done I believe I will pass on trying to make this work.  It is was to complicated and clients will not be willing to go through this process.  

I've worked with other tax software that have client portals that web organizers are uploaded to and they are not complicated at all.  Intuit needs to work on a way to make this more user friendly, on both ends.

Thanks again.