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SmartVault's integration with ProSeries (and I'm assuming it's identical with Lacerte) is beautiful. I know ProConnect has built in document storage unlike ProS...
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I agree, please have this feature ready for the 2023 tax season. I use this to review tax returns and it is a huge time saver. This is a standard feature in Pro...
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I'd like to add to this idea although in some ways it's contrary to the suggestion - since ProConnect is based on Lacerte but seems to be truly built around and...
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I would love to see some of the integrated services available for ProConnect that are already available for Lacerte and other top professional tax software like...
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Thanks very much for your help - now that you mention it I think I did read that when I was going through Lacerte for the first time but I forgot about it. So t...
