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I think the sticky note is great, but it is also a bit hard to see at times. Placement is everything. Maybe making it a funky color to stand out would be good? ...
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There are currently 20 status codes that can be customized for a client's file. We seriously could use more status codes AND additional custom fields for use in...
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Keeping track of estimated tax payments - when they are not processed through Lacerte - has to be done manually. It would be nice to have a place to input the n...
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Excess mortgage interest continues to be a pointing place for auditors. Currently, Lacerte will prepare the calculations on the general worksheets which is grea...
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Seriously how is this not important to other preparers out there? Does this functionality already exist in Lacerte and I am just not aware?
