George4Tacks
Level 15

The product is called e- Organizer

https://proconnect.intuit.com/community/form-1040/help/sending-an-e-organizer-in-the-lacerte-program...

https://proconnect.intuit.com/community/individual/help/importing-an-e-organizer-returned-from-the-t...

I personally do not like the product. Client fills in an organizer, sends it back to us, then we need to VERY CAREFULLY review the information the not so savvy client filled in. 

EDIT: There is a third party vendor that offers creating a fillable pdf product. I like this concept better than the e-organizer, but I have not used it. It effectively is the same as the paper organizer, but it can be digitally transferred. https://www.pdfautomationstation.com/products/item22.cfm

 


Here's wishing you many Happy Returns