A Mollica

It would be great if Lacerte would allow non-preparer staff to access Lacerte for free.

I'm not willing to pay a price for my receptionist to be able to tell if a return has been filed and it's a drain on preparer staff

Status: Product Suggestion
Vote now if this is a good idea
Comments
Level 15

And they (Lacerte) would know this exactly how?

That it is just a lowly receptionist accessing the program?

Returning Member

Hardly "lowly" but would it be so hard to create a secondary level of access to view a return and check its status?

Of allow staff to change an address, telephone # or email address?