My firm does not do tax work, but I plan on using the organizers from the tax suite as data collection forms for other processes such as client onboarding, annual renewals, etc. (sounds like many other firms will be using it in the same way). I would love it if the organizers acted more like regular surveys/forms in that we could set some up for clients to use/fill out as needed if they have a request or change that needs to be made.

For instance, if my client needs me to onboard a new employee to the payroll system, it would be awesome if the client could log into their portal, click on a link we set up called "New EE Onboarding" or whatever and then they would fill out the needed data, submit it to us, and a task would appear on our end prompting us to add the new employee to the payroll system using the data provided by the client in the form/organizer.