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...
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...
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?