Lacerte Tax Idea Exchange
Submitted by spalazzo on 03-09-2024 10:28 AMBe nice to have the ability to key in a referral and who referred and if a client, you can generate an automatic thank you email and maintains a list of referrals by client. Lacerte you should literally be paying me for all the great tips I provide.
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Thanks for the idea to generate automatic thank you emails to people who are referred by user, also creating a list of these new users. We are changing the status to "Open for voting".
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