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. 

[AverettPC]

Now that Intuit has partnered with SafeSend Returns, which has an Organizer module, I highly doubt that they will ever build this into Lacerte. The Organizer module does exactly what we've been asking Intuit to implement for years. I would still rather have it built directly into Intuit rather than as an integration, but I'm not holding my breath.

[ra2]

Does the SafeSend Returns Organizer module pull prior year's data from Lacerte?  I would add the SS Returns is quite expensive (>$2,000) and does not provide workflow management or CRM.

[Bob Saunders]

This is exactly the issue!  I believe SS will send the organizer.  This is why Lacerte does not improve it on their own, or improve e-sign and many other things.  They would rather make us buy another product, where they make more money on the commission or partnership, without any of the effort. 

First DMS, then SmartVault, now they are saying to buy SS - which today is not very good.  They have no ability to  add the old years so you would need both SS and SV.  It's crazy.  '

For e-sign - it's NEVER been integrated.  NO box to check, letters are wrong, doesn't carry to the next year, does not auto print to SV like when we print a return.

All they are trying to do is less work themselves and gain partnership income

[ra2]

But does the SS organizer pull data from the prior year Lacerte return, beyond just the name and address?  If not, then using SS as a substitute for tax organizers is pointless.

[AverettPC]

It pulls the info from the prior year because you print the organizers in PDF from Lacerte and then upload them to SS. 

[ra2]

Once you've uploaded the organizers to SS, does it convert them into a form-fillable PDF?

[AverettPC]

Yes, once it's uploaded, it's converted to a fillable PDF. The organizer module is one of the only modules that I think could use some work in SS. It didn't save us any time during the 2023 filing season, but the other tools were worth the price.

[barbara3]

I totally agree.  Good suggestion CPATerri.  The e-organizer has turned out to be a waste of time for the client and us.  Clients look forward to getting but then won't use, cumbersome.

[RDYCPA]

When will this happen already?

[tom5]

I have it under good authority from Intuit developers. They told me, "When the cows come home."