Stay informed with account and product changes

When a new in-product notification is release you'll see a notification bar across the top of the Lacerte program. Click on the notification to read the alerts; once you have read the information, the notification bar will disappear.

You can review prior alerts at any time by going to the Help menu and selecting View Alerts.

When a critical notification is released, you'll see a yellow notification bar across the top of the screen in ProSeries. When a news notification is released, you'll see a blue pop-up window in the lower right corner of ProSeries. Click on the notification to read the information and to dismiss the notification.

You can review prior notifications at any time by going to the Information menu and selecting View Alerts.

• The notification inbox will only show you alerts that were sent after the new system was released in January. To see alerts that were published in the prior alert system for tax year 21, click here.

Using your notification inbox:

• They display in the order they're received, with the most recent notification at the top of the list.
• At the top of each notification, you can see when it was sent.
• Notifications are visually categorized as critical or informational.
  • Critical notifications are marked with an exclamation mark in an orange circle.
  • Informational notifications are marked with a lowercase letter “i” in a blue circle.
• Notifications are also categorized as unread or read.
  • Unread notifications will have their titles displayed in bold font, while notifications you’ve read won't.
  • Click on a notification with your cursor to open it and use the “x” mark in the upper right corner of the notification to close it. Closing the notification will mark it as read.

New features available in ProSeries 2021:

• Use at the top of the inbox to select all or multiple notifications to perform actions on.
• Use at the top of the inbox to filter notifications to see only critical, information, unread, bookmarked, or archived notifications.
• Use at the bottom right corner of a notification to show additional options:
  • Bookmark saves a notification for later.
  • Mark as unread will revert a notification to unread.
  • Archive a notification you no longer wish to see in the default view.

Alerts will appear in your My Account, allowing you to complete the action requested. Some actions may be restricted to specific My Account roles. For more information on My Account roles, click here.