Comment
02-09-2021
11:44 AM
02-09-2021
11:44 AM
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.