The organizer and e-organizer use the prior year information to base the current year data on. Therefore, the organizer and e-organizer can only be found in the prior year Lacerte program until the final release of the current year program.
For example, to send your clients organizers for TY20 based on the TY19 data, you'd need to access and print organizers or send e-organizers from 2019 Lacerte. The organizer for 2020 Lacerte will be on the final release of the 2019 program (Proforma/Organizer release).
The client or engagement letter can include up to three pages of text to be printed with the organizer. You can create and customize up to 99 client letters.
The default letters are Single Window Default and Double Window Default.
Use the Client Letter for the following:
- As a reminder to clients about their next appointment
- As an instruction page, or
- As a summary of organizer contents