It is a recipe for disaster when Clients don't want to complete the organizer and tax preparers don't have time to update the questionnaire! Things are getting missed!
And when I see that they questions are not added or requests for files are missed by me, then I have to return to the client to ask for it. Embarrassing.
SOLUTION IDEA: CREATE THE OPTION TO DROP THE ORGANIZER ITEMS INTO LINK. Since the organizer is the most complete document, then preparers don't have to worry.
