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Electronic organizer

regina1
Level 3

Many of clients are used to receiving an electronic organizer and uploading their docs and entering their tax info.  Is a PDF or paper copy the only option? 

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9 Replies 9
Just-Lisa-Now-
Level 15
Level 15

ProSeries is missing lots of the bells and whistles you're looking for,  but I think Lacerte does include some of them....the e-organizers, the all caps printing, I believe its easier to manipulate and customize with letterhead.

@George4Tacks am I correct here, you speak Lacerte.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
George4Tacks
Level 15

@regina1 Which software are you using?

I think Intuit Link is available to all forms of Intuit Software. I have never used it, except a trial to myself. I hated it, but I am old.

https://proconnect.intuit.com/proseries-link/


ex-AllStar
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regina1
Level 3

The software is ProSeries Pro. The question is if a client can log into an organizer, type their data, and submit to preparer or if we can only send them a PDF. The portal is just a way for clients to transmit docs and that can be done via email, dropbox, etc. I use those because clients are familiar with it. 

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Just-Lisa-Now-
Level 15
Level 15

PDF is the only option with ProSeries Professional.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
Accountant-Man
Level 11

Some of my clients edit the PDF Organizer in Acrobat. The nerdy ones.

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gail isaacson
Level 1

Can I send a client an electronic organizer, then upload data to their tax file, and have client send source documents

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abctax55
Level 15

Per the previous answers in this thread - NO.

Assuming you are asking about ProSeries

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George4Tacks
Level 15
Correction - I speak Lacertian.
Μιλώ ακροατής
Я говорю на ларчетском
Falo lacertiano

ex-AllStar
Accountant-Man
Level 11

-1 equals zero.

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