I printed out the organizers to PDF out of Lacerte (directly to SmartVault - so they went to each client's folder).

I then opened the PDF and made it fillable, saved it back to the client folder in the portal.  Clients can now fill in the organizer and upload it back to us.

You (not the client) would need to have Adobe Acrobat Pro or Kofax Power PDF to make the PDF document fillable.  Your only cost is purchasing the PDF software, and then you own it.