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C
CPATerri
Level 3
February 9, 2021
Discussion ongoing

PDF Version of Organizer

Related products:Lacerte
  • February 9, 2021
  • 212 replies
  • 102 views

My clients are requesting FILLABLE organizers.  Can you make this happen so we can stop with the paper organizers?   The e-organizer is not something most of my clients can work with so a fillable PDF would be great. 

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    K
    Kathy_TF_MA
    Level 2
    January 9, 2026

    I 1000% agree with this!  I logged onto the feedback section specifically to submit a suggestion for a fillable PDF organizer.  That would be incredibly helpful.

    T
    tvogelsang
    Level 2
    March 17, 2026

    I completely agree. I have used the Intuit Link and clients find it too confusing. Numerous times I have had clients enter their mortgage interest and real estate taxes everywhere there is a place for Interest or Property tax. I spent more time cleaning up their entries than if they just gave me their documents.

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