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    Intuit Link Digital Organizer Importing to Lacerte program

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    Intuit Link Digital Organizer Importing to Lacerte program

    spectrumfinancialmgmt

    Intuit Link Digital Organizer Importing to Lacerte program

    Submitted by 3 weeks ago

    Can you link the online Intuit Link digital organizer to the Lacerte program so that when our client's complete it, we can import it into Lacerte and have it autofill the information?

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    1 Comment
    strongsilence
    Level 11
    2 weeks ago
    2 weeks ago

    Huge ask.  And would you feel confident in LC's mapping to the correct fields?

    This will take years, IMHO.

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