Intuit link is good for those clients that have a degree in computer science.  It does however brand Intuit all over your client correspondence.  As they are actively marketing Turbo Tax live tax services to clients, this branding is conflict of interest and they surely know it.   The software is decades old but it would be VERY easy for them to at least generate a report showing all documents from the prior year used for returns.  While not a full organizer, it would be very helpful for existing clients.  For new clients, there are many options for fillable organizers both electronic and pdf, just not from Intuit.