@laccpaand others, it IS old technology. No "like" about it.
@JL207, @CPATerri, I think the E-Organizer is broken. Was unable to import my test. Even worse it installs files on the clients computer in the C:\ so someone not knowing might think this to be malware (kind of is).
We have been generating our own Questionnaires for some time as we also have text fields that users can enter into (custom fields). The year we tried an MS Excel spreadsheet so it could be electronically filled, total disaster. Too many people saved it in Google Docs, MAC, Open Office, etc, and we had issues getting it back. Don't use Word either, same issue.
We also historically included an engagement letter, invoice and ask to confirm bank data when we posted the Organizer package. This year we had to pull the bank data and sent it as an additional element to initial in our E-Signatures package. We would like to send the organizer via E-Signature\Docusign.
Does Intuit really care if clients defect to another Intuit product? Probably not.
