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Was really hoping we would have the Safesend integration option in Lacerte today!! ugh ...
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do you know what the settings would be to have both the custom letter and the filing instructions to print in a client copy as well as in the Form View. I would...
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oh - that makes sense. I was hoping I could have both the custom letter and the filing instructions
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Does anyone have any tips on customizing and using the client letter in Lacerte? Right now it just prints a very simplified version of the letter and I don't se...
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I am having trouble emailing the K1 packages to the individual partners. I have it set up with Outlook to email and I know the process. On the entities that hav...
