Alyse H.
Comments
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Official comment
Hi Katie, We certainly understand why it is important to provide more customization to every step of the process that your client will experience. We will submit this feedback to our team so they ...
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Official comment
Hi Natalya, Thank you for providing this feedback! Our product team is already working on implementing this. While we don't have an ETA, this is something that is on our roadmap for an upcoming pr...
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Official comment
Hi Marty, It sounds like this form may need to be printed with the K1 package in order for it to appear with the K-1s. We may suggest you see within Lacerte if there is a way to print it with the ...
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Official comment
Hi Vicki, Thank you for reporting this to us. While we do initially outline this in the first prompt that they receive before uploading and/or signing documents, I agree that it should be outlined...
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Official comment
Hi Denise, In order to ensure that these notifications are recieved, the firm will first need to turn this setting on. An Admin will need to complete these steps: Settings > Vouchers & Invoices > ...
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Official comment
This is something we have seen suggested before, and we can certainly see why this would be such a beneficial tool to have in other modules, such as Organizers and even Returns. We will add your in...
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Official comment
Thank you for the suggestion! We have received quite a bit of feedback on the Client Experience and continue to work on enhancing each step. Please note, we do currently provide verbiage letting th...
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Official comment
Hi Debbie, thank you for providing this feedback! It sounds like you want to see more reporting areas for when a return was sent with the setting "Require taxpayer to pay the invoice prior to revie...
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Hi David, We may need some more clarification on the use case for this scenario. Are you sending the document with other recipients who need to sign, or is it only for yourself? A possible solutio...
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Official comment
Hi Chelsea! We do have an item for this in our backlog, so this is something we are working on! We do not have an ETA at this time, but we look forward to providing this update in one of our future...