There are pros and cons with PTO.  It's a question of what you can live with and without, as with anything else in life.

Yeah, you'd think that there should be a way to produce proforma organizers but it's not in Intuit's game plan for PTO.  It's evident that their plan for the intermediate term is to push for the use of Link Questions/Document Checklist (not only for PTO but also other ProConnect tax products).

There is a minimal level of customization Link will tailor the Questions and Document Checklist based on your client's prior year return.  If you haven't checked that out, you may want to take a look.