Skip to main content
Level 2
February 27, 2026
New

Trustee Rights - Client Maintenance Too Broad

Related products:Lacerte
  • February 27, 2026
  • 0 replies
  • 0 views

Client Maintenance includes backup, restore, delete, rename and copy.  This is way too broad.  This needs to be broken into 3 parts - backup and restore, delete, and rename and copy.  In fact, I might even put restore in a separate 4th part.  If nothing else, delete needs to be on its own.