Just got a message from a 3rd party product that generates the fillable organizer. Nice enough and reasonable but I think the point here is that we should be able to generate a fillable organizer from our software to print directly to our doc mgt system. Better yet to email directly to the client from the software - what a timesaver that would be. This should include any questionnaires in the organizer. This year I gave up on Lacerte's and created my own that I will update each year. I thought Lacerte would take a stab at adding some new questions based on the tax law changes but I was wrong. Some might be using the AICPA version already. Lacerte's are very difficult to format and hard for clients to read if you reduce the font to make the page count reasonable. You are also limited to Y/N questions. God forbid that you need to correct an error by backspacing 1 space as the software tabs back and you may take out a whole phrase. Anything that I have to use outside of the tax product is a huge blow to efficiency and productivity not to mention that I have to send things manually. All so my clients think that I am legit and not using some hack software. This is truly an area that could be vastly improved. Obviously, many think the same since this has jumped to the number one enhancement idea. Nice Terri!