AOchoa6
Level 2
01-19-2022
02:19 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Our firm recently switched to Lacerte. We transferred over clients from 2020 Ultratax to 2020 Lacerte. We did this in order to send out organizers. We are trying to send out the PDF organizers through email.
1. Select Tools 2. Select Print Paper Organizers Option 3. Select Option (In this case) Complete Organizer 4.Select clients
The print settings screen has the email (PDF) option greyed out when more than one client is selected.
Is there any way to be able to send PDF organizers to multiple clients?
Best Answer Click here
Labels