Be nice to have the ability to key in a referral and who referred and if a client, you can generate an automatic thank you email and maintains a list of referra...
Lacerte should have the ability to import a client engagement letter that can be sent out with the client letter when sending out return for review and signatur...
The firm tax practice summary is inaccurate and does not pull accurate information. You should fix that. It would be nice if you had reports that worked that wo...
