Grace Lewis
Merged in a post:
Option to Print Organizers
J
Jennifer
It would be wonderful to have the option to print the organizers once a client has completed it.
J
Jillian Plank
updated the status to
complete
L
Lacee Workman
yes! I need this so badly!!
B
Brittani Clark
This is a huge requirement for me. Per IRS due diligence requirements, we must document certain questions and keep the documentation for x years. Without the ability to print (to PDF) or download the completed organizer, we are forced to create our own document with the client's name, questions asked, the client's answer, and the date.