@jim I'm using PTO and it comes with the service.  When I was using Lacerte, I never used it because I had to pay as an extra service.

I am able to generate my engagement letter, questions and set up the information that I want the client to upload.  Then I send an invitation to have them access the organizer.  They can use their phone or a scanner to upload the documents.  When the client is working in the file, I get notifications and can correspond with them through the link.  When I'm done with the return, I can upload it through the link as well.

There are some things that I miss in Lacerte but definitely not the price.  I have cut my tax processing costs to about 50% of what I was paying with Lacerte and PTO almost mirrors Lacerte so the learning curve is very short.