A time-saving feature has been built into your ProSeries and Lacerte My Account experience. Alerts are a user-friendly notification platform focused on providing you with timely delivery of relevant account management information and/or actions required (account maintenance, billing, payment information, etc.). It provides a self-help option for you to take the necessary actions to ensure you are set up for a successful tax season.
Alerts will appear in your My Account allowing you to complete the action requested. Some actions may be restricted to specific My Account Roles. For more information on My Account roles, click here.