DatabaseRobert
Level 4

We edit the questions pages in the Organizer quite heavily.

The complete organizer that my firm uses for onboarding new clients is located here:
  https://www.pdfautomationstation.com/public/images/JF-Blank-2020-Organizer.pdf

The questions are several pages back, behind page2/Dependents and before the bright pink page that I affectionately refer to as the "dear dumbass" page.
  ("Did you make estimates?"  "If yes, then TELL US about it.")



Robert Kirk
LTUGtools