Lexi Conn
Level 2
03-24-2023
06:05 PM
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I may be mistaken, but I thought the Access Code auth method was available for selection in 2022 Lacerte E Signature request. Now it only comes up when there is a spouse. This would be a good alternative if not for the federal requirements. In my experience, if a client does not have plenty of records to create the questions, it does not work well.