Any website hosted by CPA Site Solutions has access to a Tax Organizer that saves time for both you and your client. For many that might use the electronic version, there are others who just want to print it out and fax it back. Here is a breakdown of some alternative ways to present the Tax Organizer to your clients.

Add Page. There is a page you can add to your website with the PDF version of the Tax Organizer. This page can be placed anywhere on your CPA website or you can take the text and link to include that within an existing page. Here is how you add the page:

• Login to the Portal.
• Click on “Modify Your Site.”
• When you are in modifying your website click on “Add Page.”
• Scroll down until you see the page titled “Tax Organizer (PDF).
• Click on the page and then click the “Add” button.
• Go to Site Map and drag the page where you want it to show on your website.

PDF Version of Tax Organizer

Download, Edit, Replace Link. If you have a PDF editor (if you don’t there is also a free PDF editor you could use), you can download the Organizer to edit it. You can then upload the PDF and link to that anywhere you want on your website.

Download, Print, Fax. You can now direct clients to your CPA website Tax Organizer PDF link. The clients can download, print out and then fax it back after filling it out.

Download, Modify, Upload. Another alternative is to direct your clients to the free PDF editor above or another one here. They can then download, modify with the right information and then upload it to their client folder within the Vault.

There are many different clients who like traditional methods of exchanging information. For them the PDF version of the Tax Organizer can be a great alternative.

There are others who just like to do their work offline yet still exchange electronically. Either way, having a CPA website hosted by CPA Site Solutions gives you the flexibility for all of your clients.

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