I agree a fillable PDF organizer would be a welcome addition. The intuit link is better than e-organizer for my clients, having an organizer that looks like the paper version would be best!

I also would love to be able to import a word document as an engagement letter and actually not have to work on the formatting to get this to print correctly in Lacerte software.

If we could send for e-signature with the fillable PDF organizer you would get an A++ rating from many of your users- including me.

I have used Lacerte for more than 20 years- most of my clients have been with me that long, we would all welcome change if the face looks the same.