How to Print Client Organizers
1

To print organizers for your client(s):

  1. Click Preparer in the top toolbar.
  2. Select "Print Organizers" from the drop-down.
  3. Click the Client Organizers tab (if not already selected for you).
  4. Select the client(s) for whom you wish to print organizers, then click Print Applicable Organizers (or Print Selected Organizers if you wish to control which sections of the organizers print).
  5. Type the number of desired copies, then click Print.