Orlando
Intuit Alumni
01-21-2021
07:26 PM
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If I understand your question.. typically you'd mail the organizer, clients would fill it out via pencil/pen, mail it back and then you'd enter the data by hand. I'm told 20 years ago we tried to move that process online, but it was too early for its time.. hopefully we can get deeper/better integration with Link and automate all that for next year.