MtnTaxMan
Level 3

I have been frustrated with Lacerte for years. I love the program for it's comprehensive diagnostics but the list of poorly written sections is insane.

1. Why I have to tell Lacerte to print Multiple Pages of a Client Letter? It should print all the pages by default - same with an invoice.

2. If the the software doesn't blow up, freeze or give me an error that I have an option to send to Lacerte AT LEAST 4 TIMES A DAY I'm astonished.

3. Why can't I set the Direct pay and Credit Card options ON by default to all balance owing clients?

4. Running a database report? Prepare to wait - no option to cancel it.

5. If I enter a locked return, forget trying to click on field to see the details.

6. E-Signature. No way to mark an e-signature as downloaded. So every day I scroll and scroll and scroll by activity to see who has signed.

7. E-Signature. Wow --- what a watered down version of Doc-U-Sign. Why can't I create a custom template for, say, an engagement letter? NOPE. Have to manually place the client fields to complete every single time for say, an engagement letter.

8. Why can't I "hide" screens and fields within screens that i will never, 100000% ever use as long as I live.

9. Ever try to customize a letter? Writing it by hand is faster.

I have tons more -- I thought I would state these 9 at a time. have about 40 more.

 

Bruce W Tyler, EA