Thank you.  I guess what I meant was what part of Lacerte do you utilize to communicate these things?  Do you use Sticky Notes, Client Notes???

We used to have actual folders (gasp) that had a summary sheet to write these types of notes in.  Not sure where/how to replicate this electronically.  Would love to find a way to do this within Lacerte.  Can always put together a word or excel document I suppose, but would seem to be extra work, and not as easily utilized.