coryn
Level 1

It says to enter pertinent amounts and provide the forms - wouldn't it make sense to have the capability for the client to attach the document to the organizer? 

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KMB14
Level 3

It would, but the E-Organizer isn't that sophisticated. I believe users can attach documents to the Intuit Link "organizer"/questionnaire , but the E-Organizer doesn't currently have that function (nor do I expect it to in the future). For my clients that use the E-Org, I usually ask them to drop off their related documents or upload them to my client portal. 

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