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