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Thank you, Phoebe, for your response. Very helpful. Maybe now I have good reason to ask for a 2nd laptop...LOL. In previous job, they use CCH - which allowed, to have two clients at the same time, I got spoiled.
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Set up a laptop next to your desktop. No way to have two clients open in Lacerte at the same time on the same computer.
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LOL, Phoebe. I should attach a picture of my desk set-up. I've been doing the two computer thingy for the last few years.
It is *really* handy when doing an S or a P, and transferring then checking the K-1 info on the F.1040.
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Thank you, Phoebe, for your response. Very helpful. Maybe now I have good reason to ask for a 2nd laptop...LOL. In previous job, they use CCH - which allowed, to have two clients at the same time, I got spoiled.
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We looked really, really hard at UltraTax maybe 10 years ago. While there were some cool features I knew I'd like if I had them, I just could not get past the stuff I relied on in Lacerte that they didn't do at all. Switching software is *hard*.
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Submit your idea HERE.
And while you're there check out my latest submission, and maybe upvote it.