Send a client an organizer

Steps

1. Open Organizers and click Send organizer.
2. Pick the client. Here, James Okafor.
3. Choose a template and check the tax year.
4. Then give it a title.
5. Send now emails James a link to fill it out.
6. Click Create and send. James gets a secure link by email.
7. It's in your list as Sent. As he fills it in, it moves to In progress, then Submitted for your review.

Plan: Solo and up. Compare plans