This article will help you create custom filters to modify your Client list view in Lacerte. We provide standard filters to...

How do I print the client list? How do I print a list of clients? Solution: To print a list of clients from Lacerte you will...

How do I change the client status? Solution You can use Client Statuses to help identify where the clients are in the review...

How do I print mailing labels for my clients? Solution: Lacerte comes with a set of predefined mail labels which cannot be...

New for tax year 2020, you can use Lacerte to keep track of how much time you spend on each client's return. This article...

Description How do I export the client list information to an Excel file? How do I export the client list information to a...

Before you start: To import clients between the Corporate and S Corporate modules: The following limitations apply when...

How do I select a group of clients? How do I highlight multiple clients at once? How do I select multiple clients? Solution:...

The following features and improvements will be available in the 2019 version of Lacerte: Save time with the ability to use a...