One annoying feature of Lacerte is even if you elect the ALL CAPS, the client InFORmatioN in the ClIEnt LEtTeR will print whatever you typed into Screen 1. 

I agree that all caps tells me something. Lisa never took a keyboarding or typing class. That doesn't mean she don't no how ta do tacks, but I still dunt tink looks 2 gud. My business partner for several decades was like Lisa, so he typed all caps and his clients had the all caps setting in Screen 3. The default setting was mixed and I and the other preparers did our thing. I edited the Table settings on a regular basis to make his entries conform to what the rest of us did.