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. 

[DatabaseRobertLTUG]

@lschuck67,

To be honest, I never try to process them "all" in a single go.  I usually queue up about 100-200 (or given our client #s, "all A last name clients", then "all B", etc.) at a time.  That let's me deal with them in bite-sized chunks, address any issues that may arise, and so on.

Depending on the speed of your machine, anticipate 3-8 getting processed per minute, or "most of an 8-hour day" (allowing for coffee & lunch breaks) if handling 2300 of them, like we did in Jan 2024.

  Extreme files--like the client with 45+ rentals & a couple hundred Depreciation items--will skew the average.

Robert Kirk
LTUGtools

[jberrier]

I agree!  And make these organizers compatible with non-Windows operating systems.  It's ridiculous how many of these I have to resend to clients who tell me that they are using an Apple device and can't open the file (WINMAIL.DAT format).  I then have to print their organizer to my desktop as a pdf, and then email that to them.  A complete waste of time!!

[lschuck67]

We have been users of Lacerte for over 35 years, we started in October looking at different software to do our taxes that has a better way for us to send organizers.  We will finish our contract and then be moving on.  Sorry but organizers are a huge waste of hours during busy season. They are not friendly with mac users and since they are not fillable I have to use a program to put an overlay to make them fillable. 

[SusanLDiscountCPA]

I agree that Lacerte needs to have fill in organizers that are able to be printed to a portal when completed.