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. 

[SusanLDiscountCPA]

slshapiro, It cost me so much time to use the Snip it took to print the pages so I can scan them into my DMS. They should have the file as a manageable pdf and printable the answers.  I do not like the Intuit Link for this reason and I am thinking of suppressing the questionnaire and downloading the tax organizer and asking my clients to just let me know which questions have a Yes answer.  We pay enough that this easy request should be honored!

[steven]

@laccpaand others, it IS old technology. No "like" about it.

@JL207, @CPATerri, I think the E-Organizer is broken. Was unable to import my test. Even worse it installs files on the clients computer in the C:\ so someone not knowing might think this to be malware (kind of is).

We have been generating our own Questionnaires for some time as we also have text fields that users can enter into (custom fields). The year we tried an MS Excel spreadsheet so it could be electronically filled, total disaster. Too many people saved it in Google Docs, MAC, Open Office, etc, and we had issues getting it back. Don't use Word either, same issue.

We also historically included an engagement letter, invoice and ask to confirm bank data when we posted the Organizer package. This year we had to pull the bank data and sent it as an additional element to initial in our E-Signatures package. We would like to send the organizer via E-Signature\Docusign.

Does Intuit really care if clients defect to another Intuit product? Probably not.

Yes, customizable PDF form fill documents.

[bettyha]

Yes please!!!! Our clients ask for this all the time. 

[JosephChalfant1]

You could also possibly incorporate the Scan and Import option to be able to import information from the printed out PDF.

[Lady O]

I am so frustrated with the e-organizer and it's inability to open and work with Mac or Apple.  I also agree I have had many PC users that just can't seem to open it.  The firewalls bring up a message that says your computer may implode if you continue with this process.  This is not helpful or encouraging to clients.  For all the money we pay for this tax software our lives should be made more convenient and not create more work. 

[tom5]

If Lacerte ever gets its act together and implements this feature, i'd suggest that it also includes the option to add comments by clients, much like they would if they were filling out a paper organizer, such as writing in between questions or on the margins.  There's no point in computerizing a form if it doesn't functionally operate identically to the manual counterpart.  That would be going backwards, which is what Lacerte has been prone to do many times in its "enhancements."  

[DatabaseRobert]

Tom5, we include the "Notes" page (last one on the include/suppress box) in all of our organizers.  Setting this as a multi-line word-wrap text field in the PDF version we use is easy.

Any client who calls in and says "I ran out of space" we tell them to either forward the rest of their questions with their documents--if they are snail-mailing their W-2s and other items--or else just email them to us.

Robert

[Robert Ades]

Agree strongly.  Been a Lacerte customer for 30 years and cannot believe the organizers don't have this feature.

Also, it's time to dump the .exe option for tax organizers.  Only works for PCs (not Macs) and clients would never use it anyway. 

[rhibbscpa]

Yes, it is requested by many of my clients and I am looking at 3rd party software to accomplish this.

[steven]

@IntuitBettyJoHello Betty Jo!!  Can you please comment for the posters and 197 eager supporters. 

We are more and more being pushed to digital operations.  Few clients have the ability to scan a completed paper organizer and we end up with hard to read paper.