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This is a feature in Lacerte. Hopefully you can make this available in ProConnect.
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I have not used the software. I watched the video and it looks great. Would be easier for clients. Only thing is that I use Smartvault so I have to look at the ...
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I agree. I just want a pdf that clients can fill in. Check the boxes in the questionnaire, etc. I don't want to import anything into Lacerte (garbage in garbage...
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It's a problem with Lacerte printing:Preparer copy to pdf and Client copy to Smartvault. When we do this, the preparer copy does not print to pdf.If we only pri...
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We can print to pdf as long as we uncheck all the other copies such as the client copy and the government copy.
