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I would love to use Lacerte's eOrganizers but they are NOT presentable. It is WAY too time consuming to print each organizer as a PDF and send individually to e...
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I have several new fiduciary clients this year for which I have added all the client information and beneficiary information. When I print the organizer though ...
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Along these same lines, it would be nice if Lacerte's Estate module data base reports section were more robust. I would like to be able to add estate tax return...
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We design our own letters in Lacerte but I would like the ability to calculate the estimates and print them on the letters letting the client know they have bee...
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Now that we are getting closer to tax season for 2025, I think it is really important for Lacerte to change their program for individuals to allow each federal ...
