Comment
Level 2

What's it going to take for some of us to realize that Lacerte is, and never has been, a forward leaning company.  Always lagging behind the innovation curve for the 40 years i've been using the program.  I believe it's a reflection on the mentality of the majority of the users, who are change-adverse, many of whom never customize the program to even include their client's name on the cover letter or instructions, leaving the default, "Dear Client."  What do you expect from Lacerte when most of its customers are Neanderthals?  Lacerte has never been a company that espouses excellence.  They have always pandered to the most common majority of its users, thankfully, many of whom have defected to the market leading lowest priced sub-standard alternative, Drake.  Those of us who hopelessly expect excellence from Lacerte are stuck with the mediocre result of Lacerte's policy to avoid "rocking the boat" with improvements that usually elicit howls of complaints from the common practitioners, so they just avoid the trouble by appeasing us minority users with meaningless "updates."  Face it.  It's just not going to happen.  And, the workaround program offered by a vendor is complicated to use.  Just have a look at the user video and you'll come away dismayed at how long it takes for just one client's organizer to be converted.  I think we're stuck for quite a while with the status quo.