Print pdf organizer to "shared with client documents."
It would be great if they were automatically saved, or if there was an option to print them, to the client shared documents folder automatically instead of doing each client individually.
Currently when you create a prior year worksheet (PDF Organizer) it will be saved in the firm documents folder for each client. Yet the client can't see them. So if you want the client to see it then you have to download it then upload it to the client documents folder.
