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strongsilence
Level 10
January 15, 2024
Discussion ongoing

Remove the preparer input information from organizer. 1-14-2024

Related products:Lacerte
  • January 15, 2024
  • 1 reply
  • 1 view

Please remove extraneous input information that clients do not need to see from the organizer.  An example is the Schedule C information in the attached snip. Some of those items are foreign to clients and slows the client down. This could be a contributing factor to the low rates of organizer completion by clients.

 

 

    1 reply

    A
    Anonymous
    January 23, 2024

    Thanks for the idea to remove preparer input information on the Organizer. We are changing the status to "Open for voting".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> Lacerte Idea Exchange

    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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