Organizers you can print

Related products:ProConnect

Forum|Forum|2 years ago
January 5, 2024
3 replies
0 views

Hi All - I would love it if Pro Connect online could make organizers we can print for our clients. I know the goal is to use link, but I have a lot of elderly clients and link is too hard for them.

Currently, I am using the prior year worksheets to help them gather their data. I mix the worksheets with an organizer cover page and a Questions Template from another software. Thanks for considering-PamfromFlorida

Prep for Taxes

A

Anonymous

Thanks for the idea to offer printable organizers. We are changing the status to "Open for voting".

Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. > ProConnect Idea Exchange

If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

P

PamfromFloridaAuthor

Level 2

Hi Gabi

I can't figure out where to go to vote????? I like that you have this platform, but it is hard to figure out. My guess is the idea wont get many votes since all of us are getting so busy and it is not easily accessible. I guess that's another idea if you want input from accountants. Maybe some sort of tab in our program where we could easily see the area to vote????

Thanks--Pam

George4Tacks

Level 15

If you see a + where there is now a -, then click to vote. If you see a -, then remove your vote by clicking.

Answers are easy. Questions are hard!

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