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We've always done it mid to late-December, and Lacerte prompted the transfer today.
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We went through the process of transferring our clients from 2023 to 2024 Lacerte. Got the confirmation of the transfer at the end of the whole process, but whe...
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When trying to print the 2022 tax organizers, client letters, engagement letters, etc. from the 2021 Lacerte, it pulls up the window to save the document, but i...
