taxstick
Level 3
10-20-2020
03:41 PM
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I typically..in Nov or Dec..glance at the Practice Summary..little sooner this year. My 2017 and 2018 are reasonably accurate..meaning dbase clients and 1040s, etc agree..couple odd forms that says I used..but nothing that bothered me too much. But this year its badly off..and I don't use the "client lock".
Disappointing. Why have it there if its not useful..to some extent. But now reliability comes in question serious.
And 30+ year Lacerte customer..as a CPA..and have generally been very pleased. Now I have a little "glitch" that bugs me.