Bulk Printing Organizers from Drake

Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such as questionnaires), and engagement letters.

Printing Restriction: Due to Drake's limitations with bulk PDF printing, it’s recommended to print to Drake Documents and upload from there. Instructions for efficiently uploading organizers from Drake Documents will follow the printing steps.

Organizer Options: Only Standard Organizers are supported. Comprehensive organizers will not process when imported.

Auto-Matching Organizers to Clients:​

From the Home window of Drake, select Last Year Data → Organizers.

Select OK when prompted by the Envelope Slip Sheet and/or Referral Coupon popup.

Select the Summary organizer.

Note: Comprehensive Organizers are not supported. If imported, they will not process due to pages printing horizontally (landscape) instead of vertically (portrait).

Select Next on the Organizer Client Selection screen.

Select Next on the Organizer Filter Selection screen.

Uncheck All return types, and select Individual (1040).

Apply additional filters (Return Result, Activity, Preparer, and Firm options) if desired.

Select Continue.

Adjust organizer settings under Additional Proforma/Organizer Options as needed. To customize organizers, select Custom Editor or Form Options.

Select Process 1040.

Ensure Send documents to Printer is unchecked.

Select Save PDF copies of documents to Drake Documents.
Ensure the three options directly under this setting are unselected.

Select Print.

Select Exit.

From the Home window of Drake, select Documents.

After the Drake Documents window opens, navigate to Liscio → Smart Tax.

Arrange the Drake Documents and Liscio Import windows side-by-side on the same screen or across two monitors, depending on your setup.

Select the first client folder in Drake Documents.

Select and hold the left mouse button on the Tax Organizer PDF file.

Drag the file to the Smart Tax Organizers box in your web browser and release the mouse button.

Select the next client and repeat the select-hold-drag process.

Once all organizers (up to 100) have been added, select Begin Upload.

If you have more than 100 organizers, start the upload after the first batch, then open a new Import screen for the next batch.