erin schrag
Level 1

excellent question! Reason is this:

I've been working in a CPA firm preparing tax returns for 13 seasons and was just recently hired away to another firm (an investment advisory firm) to do tax planning and they wanted to ramp up this aspect of their practice very fast, like now! And with 13 years of familiarity with Lacerte it avoided any learning curve.

thanks so much for your input!