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efile acknowledgements to clients

Level 1

I am new to Lacerte this year.  My previous software sent the client a copy of their e-file acknowledgement upon acceptance by the IRS.  The default settings in Lacerte are not notifying the clients, and now they are calling and asking if their returns went through OK or not.

Is there a way to initiate this automatically?

Thank you!

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2 Replies 2
Level 7

No. There is no such automation in Lacerte. 

Level 2

Drake, UltraTax and CCH have this feature.  I think it should be an option in Lacerte.  

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