We were considering using Tax Import this year to save time with data entry. I just spent $15 trying it out on a fairly simple return and wasn't impressed at all. It missed a stock sale, couldn't figure out which W-2 was for the taxpayer and which one was for the spouse, didn't read the 1098 or 1095-A. I was hoping it would sort the documents as well. I believe Ultratax will sort your PDF and bookmark it. This seems like a no-brainer for Lacerte for Lacerte to improve upon.