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Lacerte Update Preparer for Multiple Clients Tool
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CRobertK
Level 1
12-21-2021
09:24 AM
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Lacerte really needs to come up with a tool that allows a user to select multiple clients and then allow it to change who the preparer is. This would be helpful as staff change, acquiring other firms, etc.
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DatabaseRobert
Level 4
12-22-2021
09:30 AM
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See also this thread, requesting the exact same thing.
https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/mass-reassignment-of-prep...
Robert Kirk
LTUGtools
