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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...
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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...
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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?
