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We came from Lacerte and the client dashboard is so much more robust and we miss that. The options for adding information in each module is SO limited in PTO. T...
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Please build in the kiddie tax link into PTO that has been in Lacerte for eons. It would be a very efficient way to do the kiddie tax calculations to link the k...
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This is a no brainer! Branded would be nice but at least add back in to PTO a Tax Return Folder option like Lacerte had - this definitely (as well as the brande...
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When printing business returns (not sure about Individuals, but likely the same) and printing the government copy to PDF, PTO only prints the cover letter that'...
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When i made a copy of the original return, the Copy says "Original" behind it and the other file has all the filing history (efile status, etc.). This seems bac...
