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Is there a way to export the bank name or a partial acct number for our custom made questionnaire? We verify banking info at intake based on prior year, but we’...
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Is there anywhere we can add alternate notification info for a client, for example a parent for minor or child for our elderly clients?
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Lacerte, please listen to you customers! You are not serving our needs. This is not too much of an ask- we pay our fees to you and your restricting access to ou...
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SOMETHING ONLY 1-2 PAGES... IN THE AGE OF TECHNOLOGY WE LIVE IN, I SHOULDN'T HAVE A 10+ PAGE ORGANIZER. OR GIVE US THE ABILITY TO EXPORT THE INFO AND CREATE OUR...
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PLEEEEASE DO THIS!
