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Buffalocpa
Level 1
February 3, 2025
New

Interactive Digital Organizer

Related products:Lacerte
  • February 3, 2025
  • 0 replies
  • 1 view

I would like to see an interactive digital organizer that asks questions based on carryover information and the client's responses.  Companies like Soraban and Liscio have such products but I would rather get it integrated directly into Lacerte.  Ideally the product would automatically update information in Lacerte to cut down manual data entry time.

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