aztxboy
Level 2

Last year was the first year our firm used Lacerte software.  This year one of our staff preparers left the firm and we are in the process of reassigning her 200 plus clients to new staff preparers for 2019.  Is there a way to make these reassignments on a mass basis in Lacerte?  If yes, how?

FYI, we were able to do this sort of thing with our prior software provider (UltraTax).  

BTW, hopefully, I can get an answer here as the wait time on customer service currently is over an hour.  Sheesh.