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. 

[Tambren]

Another giant Lacerte FAIL as they have STILL not addressed this request and here it is time to send organizers out again! 

[Coralee]

This is my 4th year with Lacerte and the fillable organizer request has been around since before that.  Intuit is obviously not interested in it .   Going to look into the solutions others have found. 

[tom5]

What's it going to take for some of us to realize that Lacerte is, and never has been, a forward leaning company.  Always lagging behind the innovation curve for the 40 years i've been using the program.  I believe it's a reflection on the mentality of the majority of the users, who are change-adverse, many of whom never customize the program to even include their client's name on the cover letter or instructions, leaving the default, "Dear Client."  What do you expect from Lacerte when most of its customers are Neanderthals?  Lacerte has never been a company that espouses excellence.  They have always pandered to the most common majority of its users, thankfully, many of whom have defected to the market leading lowest priced sub-standard alternative, Drake.  Those of us who hopelessly expect excellence from Lacerte are stuck with the mediocre result of Lacerte's policy to avoid "rocking the boat" with improvements that usually elicit howls of complaints from the common practitioners, so they just avoid the trouble by appeasing us minority users with meaningless "updates."  Face it.  It's just not going to happen.  And, the workaround program offered by a vendor is complicated to use.  Just have a look at the user video and you'll come away dismayed at how long it takes for just one client's organizer to be converted.  I think we're stuck for quite a while with the status quo. 

[sjrcpa]

"What's it going to take for some of us to realize that Lacerte is, and never has been, a forward leaning company.  Always lagging behind the innovation curve for the 40 years i've been using the program."

I agree with this. But I don't think you need to insult the users of Lacerte software.

[tom5]

Point taken.

[johntNM]

We as accountants need fillable e-organizers now.  not in a week or two.   Get with the program NWO.

We need these organizers now

[sjrcpa]

@johntNM  Lacerte has fillable e-Organizers. They don't have fillable pdf ones.

And the e-Organizers don't work on Macs, which is another issue they won't fix.

[DatabaseRobert]

@lschuck67
@jbenson5

It looks like the post that you replied to is from a couple of years ago, on page 2 of this topic thread. [links are removed] 

If you look on page 12 (the next-to-last page, currently) you will see the link--& the coupon code for 20% discount--to the current version, Tax Year 2022 organizers, for getting fields laid over their pages.



Robert Kirk
LTUGtools

[Catie Bernard]

I agree with this, This was my first year sending organizers out (as someone else had done it prior to me) and I ended up having to save each PDF file and emailing over 300 clients their organizers! When if there was a way to send the PDF version to all of them thru Lacerte it would have saved a TON of time! The .EXE files my clients can't open. Please work on this for next tax season, we spend so much money on this program to have to still do so much leg work. 

Thank you!

[AuditGuy]

An inexpensive program like Drake offers a seamless process for fillable organizers and, of course most clients want this.  Why is Lacerte not leading the pack on this?