Comment
Returning Member

The ProConnect organizer is very weak.  It would be nice if the ProConnect organizers were similar to the Lacerte organizers which list prior year items and amounts and produces the appropriate worksheets based on the prior year returns and the organizer could be saved in pdf form.  Majority of my clients don't want to upload their information, they want to compile their information with the help of the organizer.  Especially clients with small businesses (sch C) or rental property (sch E), they prefer to have a form with prior year information to help them organize their current year information.