Thank you for your feedback! I will be sure to relay this to the product's development team.

In the meantime, I just want to ensure you have all resources available to you.

Here is an article that goes over the PDF Client Checklist: https://proconnect.intuit.com/community/help-articles/help/how-to-create-pdf-organizers-in-proconnec...

Just as well, at the bottom of this article is a section that links out to the paper organizers found in Lacerte.