Thank you George.

Yes - all up-to-date.

Yes, I  print all my organizers after Christmas, but I try and get my letters and questionnaire updated first.  I do a test run of an organizer just to see if all looks good and ready to go.  We've been having so many issues w/ Lacerte these past few months, I thought it was our system. (our system would lock up and we'd loose the client information)  After 25 yrs of working w/ Lacerte and same old habit - I got worried it was our system, yet again.

Thank you for responding!