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When I log to Lacerte, I only see sample clients set up in the program. How do I switch to see my clients?

fayefarid
Level 1
 
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1 Comment 1
abctax55
Level 15

Check/change your data path (top menu bar - under settings > options  > set-up)

edit.... and you do NOT need to ask twice, especially since George gave you the correct answer an hour before you posted this one.

https://proconnect.intuit.com/community/lacerte-discussions/discussion/i-only-see-sample-clients-how...

"*******Tax software is no substitute for a professional tax preparer*******
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