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Yes, we tried to do it on the front end several years ago but things kept getting missed. We have several different areas to update, 1. CRM, 2. Lacerte, 3. Quic...
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We use them to make sure our CRM is up to date with any change of email, address or phone number that might have been updated during the tax return preparation....
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we had to reset the view when clients would only pull in if we selected efile clients. Call Lacerte support and they can walk you through this. It was pretty ea...
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Does anyone else randomly get this screen when they have 2024 Lacerte open?
