itonewbie
Level 15
12-07-2019
11:47 AM
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Lacerte actually offers e-organizer that can be proforma'ed as an alternative to paper organizers. You have the ability to approve or reject your client's entries but that's a task on its own (and could be a pain, depending on the quality of your clients' input).
I'm not aware of any professional tax products that officially offer tax preparers the ability, out of the box, to map and bridge data using their own applications.
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Still an AllStar
Still an AllStar