wmg6803
Level 1
01-08-2025
05:20 PM
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Can anybody tell me how to send the paper PDF version of the organizer in a mass emailing by tagging the client thank you if you could help me
abctax55
Level 15
01-08-2025
06:04 PM
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paper v PDF.... they are two different critters.
And PDF'ing organizers via Lacerte can't be done "in mass".
Unless you are using the e-organizer; that I don't know as I don't use it.
HumanKind... Be Both