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spectrumfinancialmgmt
Level 1
January 23, 2026
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Intuit Link Digital Organizer Importing to Lacerte program

Related products:Lacerte
  • January 23, 2026
  • 1 reply
  • 5 views

Can you link the online Intuit Link digital organizer to the Lacerte program so that when our client's complete it, we can import it into Lacerte and have it autofill the information?

    1 reply

    S
    strongsilence
    Level 10
    January 31, 2026

    Huge ask.  And would you feel confident in LC's mapping to the correct fields?

    This will take years, IMHO.

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