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Level 2
April 3, 2023
New

Customer Service

Related products:Lacerte
  • April 3, 2023
  • 1 reply
  • 5 views

Are other Lacerte customers finding it harder and harder to get good customer service?  The first person you talk to rarely has the answer, and then you wait until someone higher up can answer the question.  So time consuming!

And, have you ever had a customer service rep tell you to call the IRS to see if your return went through because the software has an issue printing the acceptance letter for a Charitable Remainder Trust?

I am seriously looking at another software for next year, even though I have used Lacerte for 20 years.  The customer service just isn't what it used to be.  

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1 reply

abctax55
Level 15
April 3, 2023

Don't know if it helps, but are you aware you can log into 'myaccount' and verify whether a specific return was accepted?  It's not as 'pretty' as an ack letter, but at least you know if it's gone thru.

 

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