PDF Version of Organizer

[CPATerri]

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

[ggma]

Why pay $125?  Lacerte should have for the price we pay.

[SusanLDiscountCPA]

Lacerte should hire the user that is making the pdf organizers and it should be part of our tax return package as we pay enough already.

[smartcpa]

I found a work around, although takes an additional step and more time.

I print the organizer to PDF  and save it.  Open the organizer in Kofax Advanced (similar to Adobe Acrobat) .  convert the file to a fillable PDF, save it, then email it to the clients.

much easier doing all this through SmartVault.  But again, there's the added cost of the PDF conversion software, SmartVault, and the time to manipulate the files.

This is a solution INTUIT / Lacerte should have available for us.  Ever since INTUIT bought them, Lacerte has become stagnant.

[Dr Taxes]

Agree.

[000]

Yes, please that would be so great!

[SusanLDiscountCPA]

I agree that Lacerte has become stagnant in upgrades unless it is something they feel they can continue to charge more for.

[LFM9600]

Totally agree Susan.  Then if they develop the new program and it doesn't take off, they add it to the tax software package and increase the fee for everyone.

Hence intuit link, e organizers, planning software etc.

[DatabaseRobert]

@smartcpa, does the Kofax Advanced software have the ability to process files/do things either
  a) automatically such as the Debenu software--purchased by FoxIt, as I recall, and now getting ready to be sunsetted--while looking at a set of folders,
  OR
  b) from the command line, such as "run the program by opening that file with these parameters" (such as "make fillable fields everywhere")?  So that you could do all files in a list sequentially, for example.

Either one would get you out of the business of "find the PDF in a client folder, open it, do something with it, re-save"...



Robert

[DatabaseRobert]

@SusanLDiscountCPA, last spring already I discussed with David (who runs the PDFAutomationStation site that the utility is sold on) the--most likely "pretty remote"--possibility of being approached by Intuit for some kind of licensing agreement.
  Neither one of us has *ANY* objection to having a multi-billion-dollar company inflict payment upon us for something like this that works.
  We aren't even really hung up on "one time transfer of IP" versus "yearly" like we do it now.

Whether they would go for it?  <shrug>  Who can say....



Robert Kirk
LTUGtools

[SusanLDiscountCPA]

@DatabaseRobert, I really feel it would be in Lacerte's best interest to have them buy the license from you to incorporate pdf tax organizing or making some arrangement with you each year.