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Sureprep offers Tax Caddy as an add on. It seems more streamlined than Smart Vault. Has anyone switched from one to the other? Any comments pro or con would be ...
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I currently do something similar, but this is 2024 and someone in the vast Intuit software engineering department should be able to write code so that as PDF's ...
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Intuit / Lacerte product enhancement.When I print an amended return to Smartvault, it overwrites the original return. Same issue when printing acceptance letter...
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I know this is only a work around, but it works.I print the organizer to PDF. then open the PDF and use my PDF software to convert the document to a fillable fo...
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under the Forms tab, on the far left - Form Typer - Fillable Form
