Print multiple copies (client copy plus file copy, for instance) at once, and you'll get more descriptive file names. No way to set a preferred default, though.

Thank you for your reply!  I can't figure out how to print multiple copies at the same time.

Check more than one box here. (You get to this screen with Ctrl+P, or Print, Tax Return)

The only way to change the (client number) is to do it when you print. I will show Filing copy for (client number).pdf  You then highlight the (client number) and type whatever you want like SmithJohnAndAmy in that space. No way to change the Lacerte Default