Solved
can ITO generate a NICER tax organizer, like in Lacerte?
I use ITO to prepare all 1040 returns & buy LACERTE every year just to get a detailed tax organizer with prior year info/numbers, converting ITO data to get those pretty Lacerte tax organizers to send out. Geez... that's an extra $520.52! My clients are really addicted to seeing that prior year data in pdf/paper form... any ideas? ITO (ProConnect) only offers a "blank" condensed or extended tax organizer, or kinda bogus personalized data checklists. ugh... thanks for any ideas! Oregon CPA & long-time ITO user.
