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Lacerte Condensed Organizer

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Kari Bachle
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Over the years we've requested many times the ability to send the Lacerte condensed organizer via SafeSend - it would save our clients lots of time and confusion to just receive this shortened version, rather than the entire extensive organizer.  We've heard in the past that this isn't possible, but without much explanation as to why or if it will ever be an option.  Requesting it again for the 2025 tax season, we would be THRILLED to see this added!

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    Connie Mitchell

    We have also requested this for years, and in fact, the first year we signed on, it was promised it would work, but only later said otherwise.

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