Welcome back! Ask questions, get answers, and join our large community of tax professionals.
Showing results for 
Search instead for 
Did you mean: 

For the E Organizer - is there a way for the client to attach documents to be returned to the preparer in the file?

Level 1

It says to enter pertinent amounts and provide the forms - wouldn't it make sense to have the capability for the client to attach the document to the organizer? 

Labels (1)
0 Cheers
1 Comment 1
Level 3

It would, but the E-Organizer isn't that sophisticated. I believe users can attach documents to the Intuit Link "organizer"/questionnaire , but the E-Organizer doesn't currently have that function (nor do I expect it to in the future). For my clients that use the E-Org, I usually ask them to drop off their related documents or upload them to my client portal. 

0 Cheers