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  • I have two clients, a mother and daughter, each with separate tax returns but only one email address. How can I send both organizer questionnaires to the same e...
    Joyce3
    1
    Jan 25, 2021
  • Added a new client by mistake and need to delete it. I tried Ctrl. D but it won't go away, even after I answer yes to the question do you want to delete this cl...
    Joyce3
    Jan 25, 2021
  • We would like to be able to send out an email each quarter to clients that have estimated tax payments due. Is that possible through Lacerte?
    Joyce3
    1
    Sep 15, 2020
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