smtcpa wrote:UltraTax is able to print a "checklist" style of organizer which is 2-3 pages of the information they had in the prior-year return. We don't expect clients to fill out an organizer but I do expect them to use their checklist so they don't forget things. We upload these to client portals, or mail them if they request mail.
+1000. UltraTax's checklist organizer has been a game changer with my clients. It helps them gather their documents and it doesn't waste their time copying tax documents onto the organizer and waste my time reconciling the inevitable mistakes made.
telaxman wrote:Thanks for any help, or advice.
I'm just starting the implementation of a practice management system as well. It's smart to start this process now because there will ultimately be a learning curve and it's best to get it tested in the off/extension season.
It's almost impossible to get every single client to use any portal, so there will always be exceptions to whatever system you have. If your tax software has the ability to set certain clients for a dead tree version of the organizer instead of the PDF, definitely spend the time on setting that up so you can print selected ones to paper.
I send organizers to all clients, either PDF or paper. I'm always happy to pay the postage costs of mailing paper organizers to non-technological clients because even if they just use my envelope to store their tax documents, the cost is miniscule compared to the headaches avoided during the busy season.