IntuitKate
Moderator
Moderator

Hi @Just-Lisa-Now-  Thanks for tagging me and helping out the Community.  Hi @davidsteve Both ProSeries and Lacerte have the new SSO Feature.   Here is a knowledge base you can review that explains this new feature. There is another one for ProSeries It may or may not assist in this situation.  You can connect with Lacerte support as they are best equipped to assist in this situation, as it is a feature you have to call in to turn off. 

 

Regarding the new SSO feature:

 

A new sign in experience started in Lacerte 2024. This lets you access the most recent three years of Lacerte without additional logins.  Sign in once and have instant access to the current and two prior years.

This feature is now available in tax years 2025, 2024 and 2023 

Common questions:

  • How to turn it on?
    • No need; this is on automatically once all three years are up to date.
  • Can it be turned off?
    • Yes, though you will need to call and request that this feature be turned off for you. After the fact, it's important to note that this feature can only be enabled/disabled at the firm level. So if a change is made, it will impact all users.
0 Cheers