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With the 7/31 Form 5500 deadline nearing, we've put together a list of resources to help you during this deadline period.
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Esignature dashboard suggestion
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Esignature dashboard suggestion
Esignature dashboard suggestion
Submitted by accuservice on 03-14-2024 09:29 PMIs there a way to have the esignature dashboard alert you when someone signs their docs and it's ready to finish up? That would be great. Either by email or an alert in Lacerte at the top of the screen or something, like "1" on the esignature dashboard tab.
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Thanks for the idea to have the esignature dashboard alert you when someone signs their documents. We are changing the status to "Open for voting".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange
If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.
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