Luna Emm
Level 2
06-08-2022
04:35 PM
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Hi,
Does anybody here do pre-scheduled appointments for their clients for the following tax year? I was hoping we can add the clients appointment info into Lacerte and then export that date on their client Organizer packet but per Tech, they don't have a place to input/pull that date for each specific client. Open to ideas on how to set appointments then get that pre-set date sent out en mass.
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