Tracey1
Level 3
12-11-2024
01:31 PM
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We operate Lacerte hosted through RightWorks.
Last year many of clients stated that they didn't receive their mailed paper organizers. This year we are being very diligent, selecting only 10 clients to print at a time, checking that each has printed against a list and have noticed that on average, 1 in 10 clients organizers are NOT printing. We find this process very time consuming and yet necessary because there is an obvious issue between Lacerte and Rightworks that hasn't been addressed.
If you mail organizers like our office still does, be very careful in assuming that all your tax organizers have printed. I have not received one error about a client NOT PRINTING.
Pass the word around and maybe we can get this fixed.
Thanks!