qbteachmt
Level 15
‎05-13-2025 11:51 AM

Which program are you using?

Intuit has some organizers.

https://accountants.intuit.com/support/en-us/help-article/tax-organizer/using-organizers-proseries-p...

https://accountants.intuit.com/support/en-us/help-article/print-file/printing-organizers-lacerte/L8M...

https://accountants.intuit.com/support/en-us/help-article/tax-organizer/create-pdf-organizers-procon...

Here's a comparison:

https://www.reddit.com/r/taxpros/comments/18q7dma/client_organizer_for_proconnect_compared_to/

 

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