Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Organizers you can print

cancel
Showing results for 
Search instead for 
Did you mean: 

Organizers you can print

PamfromFlorida

Hi All - I would love it if Pro Connect online could make organizers we can print for our clients.  I know the goal is to use link, but I have a lot of elderly clients and link is too hard for them. 

Currently, I am using the prior year worksheets to help them gather their data.  I mix the worksheets with an organizer cover page and a Questions Template from another software.  Thanks for considering-PamfromFlorida

Thanks for the idea to offer printable organizers. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
3 Comments
IntuitGabi
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea to offer printable organizers. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

PamfromFlorida
New Member

Hi Gabi

I can't figure out where to go to vote?????  I like that you have this platform, but it is hard to figure out.  My guess is the idea wont get many votes since all of us are getting so busy and it is not easily accessible.    I guess that's another idea if you want input from accountants.  Maybe some sort of tab in our program where we could easily see the area to vote????

Thanks--Pam

 

 

George4Tacks
Level 15

If you see a + where there is now a -, then click to vote. If you see a -, then remove your vote by clicking.

VOTE.png

Post comment