Comment
Level 2

I agree on the e-organizers  JL207!  Clients are afraid to open them (lots of big warnings!) and of course if your client has a MAC they don't work at all.  I have also found with the e-organizers that I spend just as much time as I would if I entered the information myself.  They don't really add value for me as I am triple checking what the uninformed client has done.  The only reason I offered them up as an option this year was to let my clients know I am up to date with technology.  But I feel with the varying skill level of my clients a FILLABLE PDF would check all the boxes.