Comment
04-19-2021
02:41 PM
04-19-2021
02:41 PM
I've been asking for the same global settings since I started with ITO/PTO in 2011. I've also asked for editing of the client letter to add a company logo and a miscellaneous paragraph to provide more info and CYA messages to our clients. This is a very high-priority request to me and is apparently intentionally left out as a feature difference from Lacerte, which has had that functionality since probably the 90's. Adding custom messages to clients is a great way to avoid the potential "you didn't tell me" situations. Emails can go to spam, calls and texts get ignored, but it's hard to say you didn't get a message when it's on the front page of your tax returns. Ignoring these features for 10+ years HAS to be intentional.