I am also a new Lacerte user this year. I come from Ultra Tax. The biggest thing I really miss about UltraTax? A notes tab that proforma's year to year, can be set to pop up as soon as you open a client, and has tabs that sync it to their version of DMS and their practice management software.
Having a note on the client screen would be even better than what UT offers - the ability to put a short note even in the status screen would be nice. I cannot tell you how many times I am putting notes in 47 that are missed. We moved all the notes from UT into 47...and they are too easy to miss. Pop up notes said things like don't forget to ask the client about XX that they mentioned this year. Or send this client return paper - they don't do anything electronic, or don't call Fred during the day, he is a day sleeper. SO MANY reasons to have better notes that can be set to pop up into view easily.
