Hi

Any SmartVault users out there?  I am trying to import the Client Checklist from Proseries into the client's 2022 template in SmartVault.  Has anyone been able to do this?  

Also, has anyone had any luck with using an "interactive" organizer.  Our firm has our own condensed form that we create and mail to the client.  I was trying out different pdf programs that convert it to a fillable form.   Any suggestions would be great.   Thanks for any info.

Karen