Discussion:Tax organizer - paper or email? (Lacerte e-Organizer)

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Discussion Forum Index --> Business Growth Community --> Tax organizer - paper or email? (Lacerte e-Organizer)

Xz (talk|edits) said:

15 January 2011
Hi all,

I mailed some tax organizers to existing clients. It is pretty time consuming (and of course paper and postage too).

I wonder if any of you tried email the tax organizer to clients and if it worked well.


Wahoo (talk|edits) said:

15 January 2011
I did electronic organizers this year (although I sent a letter announcing it). It was still somewhat time consuming because I had to do a workaround since my software did not generate a saveable pdf. No real complaints so far other than a question from an 86 year old client (he did find me on the internet to begin with). I think I will get the same use as I would out of paper which it little to no use so I may consider dropping them altogether.

Fletch (talk|edits) said:

15 January 2011
Have used LAcerte's e-organizer for 4 yrs. Very Good. Saves us time. 2 Drawbacks: 1)Some clients must be banned from these since they plug in interest expense on their home into EVERY SINGLE "interest expense" input screen possible. Similar for every other category. Inefficient to find every error they've made. 2)some clients e-mail it back just before they leave the house, thus defeating the TREMENDOUS efficiency of our system of reviewing & identifying all loose ends prior to them coming in for their appointment (I WANT them to come in for face2face tax interviews).

Tax Writer (talk|edits) said:

15 January 2011
I mentioned this in a prior thread, but I think that the paper-mailed organizers are better. I'm a big fan of technology, but the manila envelope with our office name (sitting next to the telephone) is a constant reminder to the client to make their tax appointment. I've also noticed that most clients stuff their tax docs into the envelope as they receive them. Our office encourages drop-offs, so the mailed organizers also become a way for the clients to drop off their paperwork to us in one packet. It works.

A few years ago, we tried Lacerte's e-organizer and it was a bust. Quite a few clients couldn't figure out how to use the e-organizer. The ones that did use it-- well, we couldn't trust their entries anyway.

Sometimes, I will e-mail a PDF organizer to a client who requests it. It doesn't happen very often-- about 5-10 times during the season.

Just my two cents.

DZCPA (talk|edits) said:

16 January 2011
I agree.

NewYorkEA (talk|edits) said:

January 16, 2011
I send out the Client Checklist that I can print from ProSeries for existing clients and I do mail it. For new ones I print out a blank full length organizer from the software and go through it with them during our first meeting to make sure I cover everything. None of my clients have ever asked for an organizer. That being said, I can't imagine that any of them would use an electronic one correctly anyway.

Umk395 (talk|edits) said:

16 January 2011
I always MAIL the tax organizer. Even though about 50% of my clients NEVER fill it out, it's an annual reminder to them that I'm still around, in business, and ready to prepare thir return. It's as much of a marketing piece as it is a useful organizing tool.

Over the recent past 5-10 years....more and more of my clients have been either dropping off or mailing in their tax info. People are too busy I guess.

Wahoo (talk|edits) said:

17 January 2011
Even with my use of electronic organizers I did mail them a letter cover some things and to remind them that I am out there.

Jmcdon00 (talk|edits) said:

19 January 2011
Starting last year we were no longer able to get bulk rates for our organizer and everything had to be mailed first class.

Last year during the interview we asked clients how they would like to receive their organizer, and coded it into their tax file. Mail, Email, Fax, pick up, or don't send.

Everyone that didn't have it mailed to them got a post card reminded them to check email, stop in to pick it up, and make an appointment.

Email were just a PDF of the organizer(not an E-organizer).

Probably a fourth of our customers are coming to pick up their organizer. This is the best of both worlds for us, we save postage and the client still gets the full printed organizer.

Wiles (talk|edits) said:

19 September 2013
This threads a couple years old so I thought I would bump it up and see if anybody has any recent input about the Lacerte e-Organizer.

Wiles (talk|edits) said:

23 September 2013
As I try to stand in my client's shoes, working with the e-Organizer, I can't help but feel like I am actually preparing my own tax return. It also seems like they are going to spend more time working through this than filling out the paper organizer by hand.

Question: Are you able to edit the entries that the client makes on the e-Organizer before importing it into Lacerte?

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