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Lacerte Prep Seats

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Lacerte Prep Seats

It would be great if Lacerte would allow non-preparer staff to access Lacerte for free.

I'm not willing to pay a price for my receptionist to be able to tell if a return has been filed and it's a drain on preparer staff

Status: Product Suggestion
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3 Comments
Level 15

And they (Lacerte) would know this exactly how?

That it is just a lowly receptionist accessing the program?

Community Manager
Community Manager
Status changed to: Product Suggestion
 
Returning Member

Hardly "lowly" but would it be so hard to create a secondary level of access to view a return and check its status?

Of allow staff to change an address, telephone # or email address?

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