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Make Organizer fillable by client

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Make Organizer fillable by client

jmrcpa

Make the organizer PDFs fillable by client, so they can fill them in on their computer and send them back completed without printing.

Status: New
Vote now if this is a good idea
3 Comments
abctax55
Level 15

It already exists, as an e-organizer.  And it costs, in addition to the software cost.

George4Tacks
Level 15

ProSeries does not have e-organizer. Lacerte does not have a fillable PDF, but a third party does sell one. Your idea is great, but I think it is very low on the voting poll, in part because this portion of the forum is so hard to find and you need 65? votes to really get any action. 

https://proconnect.intuit.com/community/proseries-tax-discussions/discussion/electronic-organizer/00...

 

Orlando
Employee
Employee

Votes help, but we'll be reviewing everything. Something we can do easily with a few votes might have a higher ROI than something with a lot of votes that will take a ton of effort.. so the thing with fewer votes/higher ROI might get done first.

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