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. 

[Kathy_TF_MA]

I 1000% agree with this!  I logged onto the feedback section specifically to submit a suggestion for a fillable PDF organizer.  That would be incredibly helpful.

[tvogelsang]

I completely agree. I have used the Intuit Link and clients find it too confusing. Numerous times I have had clients enter their mortgage interest and real estate taxes everywhere there is a place for Interest or Property tax. I spent more time cleaning up their entries than if they just gave me their documents.