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We have set up all our programs, including Lacerte, using Two Factor Authentication except for DMS. I called and you said TFA is not available for DMS. Can we p...
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It would be nice if the 1040 program could export the client data to the 706 returns automatically. If we put in a date of death in the 1040 input, generate a c...
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The 2025 return requires us to answer if a dependent is a full time student or not. It would be helpful if that box was in the Organizer with the dependent info...
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Can we please get the system set up to allow us to make electronic estimated payments for PTET for Virginia and Maryland? That would be a great help. We have ha...
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The indiv module has in Letter (screen 5.1) the ability to check a box to tell client to file ASAP. That does not exist for the other type returns. Can that ple...
