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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View Lacerte Hot Topics.
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- How to lock a client folder so they cannot upload any more documents after we have checked them in
How to lock a client folder so they cannot upload any more documents after we have checked them in
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cstephens71
Level 1
03-22-2023
09:47 AM
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We use Intuit Link with LaCerte 2022. We are having trouble finding how to lock a clients ability to upload more documents once we have checked them into our procedures. Does anyone know how to accomplish this?
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