Things I wish Lacerte could do (that PROSERIS already does)

[NickMousa]

Suggestions for Enhancements to Lacerte:

1. Unified Client View: Allow viewing all clients, across various return types, on a single screen. In ProSeries, this was a time-saver during extension periods, but Lacerte requires switching between modules.

2. Robust Summary Sheets: Improve summary sheets (e.g., W-2 state wages, INT/DIV summary) to match ProSeries' level of detail. These summaries are crucial for efficient review of staff work, and Lacerte’s version could be more comprehensive.

3. Enhanced Client Letter Customization: Restore the flexible paragraph placement from ProSeries in client letters, where sections can be moved freely while maintaining trigger functionality. Lacerte’s letters are more robust but lack this flexibility.

4. Search Flexibility: Enable searching by both first and last names, as ProSeries did. The current search functionality is limited to last names.

5. Global Update Without Interruptions: Allow global updates without requiring users to exit the system, or at least provide visibility into who is logged in. ProSeries offered this convenience.

6. Improved Troubleshooting Support: Ensure more knowledgeable support staff are available for troubleshooting, as the current assistance could be more efficient.

7. Customizable Invoices: Increase invoice customization options. Currently, Lacerte seems to have sacrificed flexibility without offering significant enhancements in return.