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. 

[tom5]

Couple of thoughts on Drake:

1.   It's inferior to Lacerte in almost every way except price.

2.  We don't know, but i suspect, that Drake's organizer is NOT as comprehensive as Lacerte's.  

3.  If Drake's organizer is less robust than Lacerte, i would expect it's easier to convert it to a fillable PDF.

4.  There's no excuse for Lacerte's decades old refusal to solve this problem regardless of effort required.  It's been too long in the queue for an enhancement. 

5.  One possible benefit of paper organizers is that clients can write notes in the margins to clarify things or add commentary.  Perhaps Lacerte can include some provision for this if they ever release a PDF organizer. 

[tom5]

Yes, just before pigs fly. 

[dd11]

So I purchased the software from a user here @DatabaseRobert . If you search for his name you can find the website where to download it. I paid $100 after discount. As a heads up, the instructions were confusing and I consider myself to be tech savvy. Once I figured it out, it worked nicely for me. It's basically a plug in for Adobe Acrobat. I just ran all my organizers through the software and made them fillable. The fields lined up nicely.

Thumbs up to @DatabaseRobert for providing this option. Totally worth it for the price!

And a big thumbs down to Lacerte for not including this feature in their software after so many years. If a 3rd party vendor can do it, then Lacerte should be able to do it too.

[dscott]

I agree 100%!  So much is done paperless and a simple fillable PDF is needed for practitioners to easily stay current with today's paperless business world.   The current electronic organizer, gets blocked by security software systems, so this is NOT useful at all.  I find the Link option time consuming and difficult to navigate.  PLEASE make a fillable PDF organizer an option for 2023. It seems easy to do. I am surprised this hasn't been included in the program yet, especially with the massive number in support of this.  It makes me a little disappointed in Lacerte.  

[kendallfinancial]

Looks like this suggestion was dropped, too bad.

[CPATerri]

So I plan to write an email (and maybe a letter in the mail) to the CEO of Intuit about this.  Someone "in the know" said that this may be the way to get action, so, eh,  worth a try. 

 Sasan K. Goodarzi is his name.    If anyone has the email or address let us know.

[Robert Ades]

[PII removed].  That's who to call.

[Robert Ades]

or try this: [email address removed] .

[CPATerri]

Robert, whose phone is that?

[Robert Ades]

[removed]