Question
Tax organizer
This my 2nd year using Pro Connect. Previously I used Pfx. I cannot find a way to create the kind of pdf organizer that my clients are used to from within ProConnect. It fills in basic client info, name address, phone and fills in prior year info for income & deductions to remind them. Is there a way to do it? Or do I have to do it outside the program. Is there a workaround?
