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David Tax
Level 2
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  • When esignature is used for a client with a two word last name, esignature/lacerte uses only the second word of the last name instead of the first word, ie... V...
    David Tax
    May 08, 2024
  • How about creating an easy and efficient way to print the client's answers to the questions we have on the intuit organizer. If Lacerte is pushing us to use it ...
    David Tax
    May 08, 2024
  • Your inuit link site has some major issues. We noticed several times during tax season that a client would upload docs to intuit link, then the document would b...
    David Tax
    May 08, 2024
  • Does Lacerte management have any idea that when using the electronic link organizer that you can only choose 20 clients at a time. I have 200 clients that used ...
    David Tax
    Jan 05, 2024
  • How come when we have to send out multiple esignature requests that we cannot see which spouse has not signed the esignature request?
    David Tax
    Apr 27, 2023
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Posts 12
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Member Since ‎01-24-2020
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