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Level 1

We just got this email from a client:

Hi,

Unfortunately, I am unable to use tax services with A&A this year for the 2021 tax period. The portal has been difficult to use/download from in my experience for this year that does not justify the expense as the forms were not in a fillable format requiring the addition of a massive amount of text boxes within PDFs to input information - I gave up after multiple attempts/sessions. Though I hope to work with you again, I am filing independently this year as the workload is quite similar. 

I would strongly recommend fillable PDFs for your clients as this would rapidly improve experience/usability and hope we can work together in the future as I have loved working with you in previous years.

Have a lovely day and I hope all is well for you and yours.

-- 

Best Regards,

This is the first client that we've lost due to non-fillable organizers, but far from the only complaint we've received. This should be pas the status of interested and reviewing it.