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I absolutely agree. It is excessively time consuming entering partner data for partnerships with 50 to 100 partners.
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When inviting my clients to use Link through Lacerte, some can't be invited. Further research showed that they are not on the client list in Link.How do I fix t...
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You need to sign up for Docusign (it's free). Then you need to set the preferences (notifications) so that you receive what you nedd.
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The notifications have to be set up from within Docusign itself.
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The Main Form slip sheet in the Exempt Org module has a New Mexico address while it should be CA
