Comment

The horrible organizers are the only thing that make me look at other software programs each year.  ALSO not every client wants to use an online program.  We need the ability to create professional and useful organizers that can be printed and mailed.  Online only just isn't going to work for many many clients.  

In an ideal world, I'd be able to instruct my staff to enter descriptions about what tax forms we have received each year (W2s, 1099s, etc) and then who they were from (1099-INT from First State Bank, K-1 from Scorp, receipts for charities etc)  Then be able to print that organizer to a PDF so I could make additional edits if necessary.

Then for Business being able to ask for a copy of 1099s received, A/R summaries, Dec bank statements etc.

The organizer is the thing we put the most hours into by far.  If ProConnect can fix that then I would expect us to stay, but otherwise I think my practice is outgrowing this software.