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smartcpa
Level 2
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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 ...
    smartcpa
    May 10, 2024
  • Intuit / Lacerte product enhancement.When I print an amended return to Smartvault, it overwrites the original return. Same issue when printing acceptance letter...
    smartcpa
    2
    May 10, 2024
  • 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...
    smartcpa
    Mar 27, 2024
  • under the Forms tab, on the far left - Form Typer - Fillable Form  
    smartcpa
    Mar 27, 2024
  • I printed out the organizers to PDF out of Lacerte (directly to SmartVault - so they went to each client's folder).I then opened the PDF and made it fillable, s...
    smartcpa
    Mar 27, 2024
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