The e-organizer (although many of my clients don't want to have to electronically do this, they prefer paper) would be somewhat sufficient if the individual simply had tax forms to document all income or deductible expenses.  However, the e-organizer is awful and does not provide any assistance for clients with Schedule C income, Schedule E rentals, itemized deductions, etc.  The clients need a listing of income and expenses specifically that they had the previous year as even just a checklist of whether they have covered all of their bases.  The e-organizer only says "upload all of your Schedule C income and expenses" or "upload of of your rental income and expenses for this property".  The clients need the specific details/placeholders.  For example, 2020 rental income $xxx,xxx with a space to enter 2021 for the same.  2020 Homeowners insurance $x,xxx and enter 2021. 2020 Repairs $xx,xxx and enter 2021.  They need the previous year's numbers for a frame of reference.  The Lacerte organizers were fantastic for this.  Our clients are left floundering when it comes to data they have to compile themselves with no organizer/checklist since it is not reported on an IRS form.  We're paying just about the same now for PTO as we were with Lacerte but getting less for it.