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. 

[MARILYNKR]

Not something Intuit can make money on!

We already pay enough to have this done.

[ra2]

It is something they make money on.  It's called product development, and it's necessary to retain users.

[Oregon-Tax]

We have been Lacerte customers for many years going all the way back to LMS Compute. We have requested a fillable pdf organizer multiple times and been ignored.  We have had enough and will be moving to a different software company this year even though it will cost us more $ and be difficult during the transition.

Another issue with us is their failure to provide a way to create next year estimates for one spouse and not the other - simple but they won't do it.

[ra2]

@Oregon-Tax Which provider are you going to, and do they provide a fill-able organizer?

[SusanJP]

I would be interested in that answer as well.

[tom5]

Me, too.  Let us know if your reply has been blocked by Intuit.  

[PA7539]

197 comments and counting. Some feedback from Lacerte, other than "under review" would be helpful. I can't fathom that this request would pose technical challenges to the software design team.