PuzzlingInGa
Level 2

I am happy to report that I FINALLY got my money back.  That's all I wanted. Therefore I am no longer stressing.   The entire issue was handled in a less than professional manner. I can forgive this due to the excellent services of so many prior years.   It is only within the last 3 years that I've observed concerning actions and behavior within Lacerte.      For the curious, this is what happened.  I, as I have done for many years, paid my anticipated thousands of dollars for REP... in advance.  The payment cleared the bank (as in WAS CASHED) January 6, 2025.   I did all I would normally need to do with Lacerte of the past, or any other business when I was NOT credited in my REP account for payment.  Lacerte failed dismally to be able to handle the issue. One of the things I did was to send a copy of my bank statement to the accounting dept, asking that they PLEASE credit me for my payment.   Interestingly, after my drawing attn to this on the community boards, I received a voice message on my cell stating that Lacerte had sent my check back. Um. No.  My check was CASHED.   The day after my last comment on the boards, I received a check from Lacerte, made out to Lacerte, and alerting me to contact my BANK to get my 'refund'.   (New procedure for me ENTIRELY)  The check imo should have been made out to my BUSINESS.   Fortunately, when I called (taking MORE of my time; real lack of appreciation for the customer, here, Lacerte?)  my bank knew what to do.  A STOP PAYMENT was somehow retroactively applied (by the way, Lacerte BACKDATED the check to Lacerte to a couple days after my check cleared... but did not SEND it to me until a postmark of last week...  Long long story short. As of today that money FINALLY cleared my bank and is back into my account.   OHHHH. And in the envelope containing this check made out to Lacerte that caused extra steps during tax season (I worked 80 hour weeks until just a couple years ago, during tax season) there was an insert informing me that CHECKS will no longer be accepted by Lacerte as of SUMMER 2025.   I'm nobody, not important, so I won't express my opinions about the many failures imo Lacerte is experiencing except maybe to say... go back to KEEPING THINGS SIMPLE, might be a good choice, Lacerte.     A LONG time ago someone advised me to do just that, because SIMPLE leads to and keeps SUCCESS.    Lacerte, you are trying to provide TOO MANY SERVICES that have NOTHING to do with assisting your customers; you might want to do some internal assessments.   Not just in billing dept, but... well, SOFTWARE incompatibility issues that I have needed to address that were due to lack of diligence by Lacerte imo.  BUT remember. I'm not nobody. Nothing to see here. Thanks for giving my money back.  😉     You're still the best. At least... I think you are. I haven't looked elsewhere for decades.