Hi All - I would love it if Pro Connect online could make organizers we can print for our clients. I know the goal is to use link, but I have a lot of elderly clients and link is too hard for them.
Currently, I am using the prior year worksheets to help them gather their data. I mix the worksheets with an organizer cover page and a Questions Template from another software. Thanks for considering-PamfromFlorida
Thanks for the idea to offer printable organizers. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange
Thanks for the idea to offer printable organizers. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange
I can't figure out where to go to vote????? I like that you have this platform, but it is hard to figure out. My guess is the idea wont get many votes since all of us are getting so busy and it is not easily accessible. I guess that's another idea if you want input from accountants. Maybe some sort of tab in our program where we could easily see the area to vote????