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December 2, 2025
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Delete "direct pay" from the instruction letter.

Related products:Lacerte
  • December 2, 2025
  • 0 replies
  • 6 views

Is there a way to delete this option from the instruction letter or make it optional.  I find that clients are calling and asking how they can utilize direct pay.  I know the instruction letter gives them the website for more information, but I find that in many cases they are calling use to tell them how to do this.  When we are approaching the deadline, we don't have time to explain this to them.  With some clients, it works great.  If it were optional I could select which clients, I would give this information to.