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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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Similar to the accountant, preparer, and govt copy- please give us one more “print bundle” option to create an “action needed” packet for our clients to address...
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Please remove the instruction page from the Oklahoma form 511. It confuses the taxpayers and wastes paper for us dinosaurs who still print a paper return for cl...
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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...