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lacerte appointment manager

GHHCPA
Level 1

Does anyone use the Lacerte appointment manager nor the Lacerte Calendar?  Thoughts?

Is there a way to see those appointments outside of the program?  Like on a mobile app somehow?

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2 Comments 2
abctax55
Level 15

I use it, it's clunky.  And no, there's no mobile app that I'm aware of.

Now that I do so few in-office appointments I'm not as reliant on it.

HumanKind... Be Both

I spent some very small amount of time looking at it a bunch of years ago.  Then in TY 2015 Lacerte encrypted the database files used by the program, and for TY2018 created the ODBC connection to enable users to see & change the data tables and tax detail.

 

Sadly, the Appointment information is stored in its own table, which is NOT laid bare with an ODBC linkage.

 

Short version: good luck.

 

Robert Kirk

LTUGtools 

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