Gregg Gillaspy CPA CFP
Level 1
06-24-2024
11:18 AM
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We use RightWorks to host Lacerte. A number (like 1051530) gets assign to each person's "computer" (for lack of a better word) on RightWorks. We want the first name of the person assigned to their "computer" on RightWorks. Is that possible? If not, can their first name followed by numbers be used (like "Gregg1530)?
It is invaluable to us to quickly know who is doing the work on a return when we look it up.
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