Activity Feed
  • Frequently a task (often by a client) will get marked as complete but when reviewed, it is discovered it was incomplete or done incorrectly so we need to go bac...
    S_Shahvar
    Oct 19, 2021
  • Not all returns are due on April 15th. For returns due at other times, Lacerte has the information about when the returns are due. Please use this information t...
    S_Shahvar
    Oct 18, 2021
  • For many of our tax clients, they need to make quarterly estimated payments to the IRS and/or various states. For at least the IRS, the quarterly due dates are ...
    S_Shahvar
    Oct 12, 2021
  • It would be nice, as a manager, to be able to see a running audit log or timeline per employee/user. It can be helpful for checking in on what work was being do...
    S_Shahvar
    Oct 12, 2021
  • It would be great if, as a part of a client task, we can submit documents for signature that the client can very easily click and sign, then advance the work to...
    S_Shahvar
    Sep 29, 2021
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