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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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1 Comment 1
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.

"*******Tax software is no substitute for a professional tax preparer*******
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