Electronic organizer

Forum|Forum|6 years ago
March 15, 2020
1 reply
31 views

Many of clients are used to receiving an electronic organizer and uploading their docs and entering their tax info. Is a PDF or paper copy the only option?

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

ProSeries is missing lots of the bells and whistles you're looking for, but I think Lacerte does include some of them....the e-organizers, the all caps printing, I believe its easier to manipulate and customize with letterhead.

@George4Tacks am I correct here, you speak Lacerte.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

George4Tacks

Level 15

@regina1 Which software are you using?

I think Intuit Link is available to all forms of Intuit Software. I have never used it, except a trial to myself. I hated it, but I am old.

https://proconnect.intuit.com/proseries-link/

Answers are easy. Questions are hard!

R

regina1Author

Level 3

The software is ProSeries Pro. The question is if a client can log into an organizer, type their data, and submit to preparer or if we can only send them a PDF. The portal is just a way for clients to transmit docs and that can be done via email, dropbox, etc. I use those because clients are familiar with it.

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