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E-Signature Dashboard Clients are gone. How to fix?

Have been using e-signature for returns.  Has worked well, until yesterday, when all of the clients on the dashboard were gone.  How to fix?

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SOLVED with help from Lacerte Support.  Determined that e-signatures are tied to "client-type," so did not have any clients under the "Individual Module" yet, but found them when switched to "Fiduciary Module".

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colinsbray
Level 3

This is something I've experienced periodically. Sometimes fixable by exiting & logging back in, or at worst a restart.

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SOLVED with help from Lacerte Support.  Determined that e-signatures are tied to "client-type," so did not have any clients under the "Individual Module" yet, but found them when switched to "Fiduciary Module".

View solution in original post

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