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- Re: Accessing another Lacerte Preparer's Clients Remotely
Accessing another Lacerte Preparer's Clients Remotely
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jeffery_dewlane
Level 1
03-19-2021
05:19 PM
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Hi Community
I am on Lacerte REP and the company that I prepare taxes for has purchased the entire bundle of modules (we both have separate firm IDs) . I need to access and prepare his clients' returns from another city. I called Lacerte and talked to technical support however this was not their area of expertise and they didn't have a solution for me. Does anybody out there know how to accomplish this? Covid is making this a necessity this year.
Thanks in advance.
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1 Comment 1
sjrcpa
Level 15
03-19-2021
05:38 PM
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The other company can use the Real Networks(?) Hosting Solution offered by Lacerte/Intuit
The other company can set up a VPN and give you access
You can email the Lacerte files back and forth using the option in the program. I wouldn't do this except on a one off basis.
This is really more a question for the company's IT people to solve than Lacerte.
The more I know, the more I don't know.
