I found a work around, although takes an additional step and more time.

I print the organizer to PDF  and save it.  Open the organizer in Kofax Advanced (similar to Adobe Acrobat) .  convert the file to a fillable PDF, save it, then email it to the clients.

much easier doing all this through SmartVault.  But again, there's the added cost of the PDF conversion software, SmartVault, and the time to manipulate the files.

This is a solution INTUIT / Lacerte should have available for us.  Ever since INTUIT bought them, Lacerte has become stagnant.