I print the organizer to PDF. then open the PDF and use my PDF software to convert the document to a fillable forms document. (I use Kofax Power PDF Advanced 4.0 - search it on Amazon). The document is saved to our portal, and the client retrieves it from there.
No, it doesn't import into Lacerte, but it is a fillable PDF, and I can READ what the client writes.
Can Intuit build this into their software? Yes. Will they? Most likely NOT! (Unless they can figure out how to make it subscription based and charge you an exorbitant annual fee.)
