Comment
Level 2

Tax organizer (not questionnaire) omits any fields for advance payments received (stimulus checks).  Default questionnaire has one question, which is general and useless.  Tech support informed me that organizers will NOT be updated since the October 2020 version.  Organizer team is MIA.  It's not only ugly in format, but it's hard to see fields and fill out.  

Never mind that it's terribly outdated and not fillable.  

Questionnaire is ridiculous.  USELESS for gathering information for tax prep unless coupled by sit down interviews or endless follow ups.  We cannot compete with enforced old technology when some clients have defected to on-line solutions.  Custom questionnaire is unworkable.  Seems like an appeasement to higher-end Lacerte users, but it does not offer same features for write in commentary by clients.

Every year Lacerte seems to get worse, and to make up for it, they increase their price.  Worse client interface and higher prices.  YAY.  GO LACERTE!