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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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12/10/09 6:14pm PST
Viewed by asker 12/11/09 7:46am PST

Organizers

ProSeries : 2008

Is the organizer worth it? I used to create a letter similar to the client checklist in Proseries Professional for each client with a list of forms they needed (but I didn't list each W2 individually like the checklist). I was planning on just using the checklist next tax season now that I upgraded from Basic to Professional. But I have heard great things about using organizers instead. The CPA I used to work for spent a lot of time and money sending them out. I wouldn't mind this if it was worth it.

Can anyone comment on how easy/difficult it is to convince clients to use them and also what the benefits are for the preparer? My website has an online organizer I can also use so not sure which is the best way to go. Thanks.

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I have mixed results with the organizer.  On one end of the spectrum I have clients that love them to the other end that don't pay any attention to them.  Personally I like to use them because they are easy to flip through during client interviews to see what information I might be missing.

If this answers your question please click, um, ok I forgot what you are supposed to click. If this answered your question, how about just saying thanks and we will call it good.
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12/10/09 7:40pm PST

Same here. Only about one-third actually use them for anything. I once offered a 10% discount off of my fee if they 1) completed the organizer, and 2) mailed it with my fee back to me and skipped the interview. The time savings with both the organizer and no appointment was worth the 10% discount.

I got several that way.

If you use Pro Series Basic I might not be able to help you. If you use Turbo Tax I might refuse to help you. All others, watch out! ;-)
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12/11/09 5:02am PST

Great idea with the discount AM.  Maybe I'll try that.

If this does not answer your question hopefully someone else will be along to help.
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12/11/09 5:50am PST

T-OH, that idea works best when the interview results in a waste of time, which so rarely happens. ;-)

If you use Pro Series Basic I might not be able to help you. If you use Turbo Tax I might refuse to help you. All others, watch out! ;-)
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12/11/09 6:13am PST
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Well that should work for about 90% of my clients then. :)  Some want to discuss everything except their taxes. 

If this does not answer your question hopefully someone else will be along to help.
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