Haha, I think you could say the same about anyone who decides to switch to TurboTax, but I think it really depends. Some clients are extremely savvy, pay attention, and are accountable for the collection and presentation of their information. Others are obviously in the "just hand it all over thank god I don't want to think about this ever again" faction. I had two very savvy clients for a number of years with extensive investments. They would prepare their own TTx returns and send me their documents along with the .tax files, which I would convert, review, tweak if needed (bond amortization was a frequent issue back in the day) sign, and then efile as the paid preparer. When I announced my retirement, these two were fine, especially as decent 1099 reporting for bonds actually exists now. They know that they could call on me for a consult if they need one, but neither did so last year. Several other clients asked me if they could do their own on TurboTax. I gave permission to a few of them, and reviewed their first-year results, which were fine - which I had expected because their returns had become extremely simple since their retirements, and their only investments were in SEP-IRAs. I told the others "no way" - because of their investment accounts.
So it really does depend, which applies to my family members, and the hope was that those who could do some of their data-entry would - but it looks like I'm sticking with the desktop version, which means I'm stuck with all of the data entry anyway. I'll see if I can do 1099 import for their brokerage statements - I didn't feel like dealing with it in the years I was winding down my practice (just getting clients to use my portal consistently was enough of a challenge) but I finally tried the import thing on my TTx return last year, and it was pretty awesome.
