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New Member

The issue I find with the PTO organizers is that they are simply not flexible. Instead of bombarding a client with a 100 question question, I use a modular approach based on topic area. For example: Child related tax deductions, and the questions are relevant. It is easier on the client to think of responses when they are shepharded through broad topics instead of zig zagging across. This is especially helpful when you need to go a second level of deeper interrogation after discovering something like passive activity during the Level 1 topic sweep.

If a client has multiple businesses, I prefer to send questions related to each business, even if repetitive.

Bottomline - we are looking for the ability to create multiple organizers. This should be higher priority, because like others, I look at other products simply because the organizer experience is horrible.