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This is wild guesses best on how it feels. I think about 75% of clients occasionally use the portal, mostly to view what we share with them. Fully using Intuit ...
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Did you already have 2022 or 2023 Lacerte open? Now there is one sign on for 2022 through 2024. We have not downloaded 2024 yet, but I am loving it with 2022 an...
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I have been doing our organizers last week and this week. For us the only ones that did not print to a printer are deceased that died before 2024, and ones that...
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Most of the time, if we have an other state tax credit denied, it is because the state requires a copy of the other states return and we did not include it. Lac...
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Interesting. I use a password manager on my phone that shows me all the dates I have changed my password since I started at this firm, since 7/11/22. Typically ...
