Does Lacerte automatically save my work on a client each day or do I have to do something additional?

Forum|Forum|6 years ago
June 10, 2020
2 replies
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Lacerte Tax

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George4Tacks

Level 15

Are you using online or desktop?

Desktop - backup to some external device, at least daily, at least 1 external device.

Online - I don't know. Presumably it is continually backed up.

Answers are easy. Questions are hard!

abctax55

Level 15

And during tax season... I back up a.m. & p.m. I take the external back-up home with me; depending on my level of paranoia I may even sleep with it under my pillow.

You *can* set Lacerte to save your keypunching every few minutes (somewhere in settings...) so you don't lose your immediate work. The shorter the "save" time, the slower the program seems to run (in my experience, YMMV).

BUT that doesn't NOT save the client file anywhere, in case of a hard drive failure.

Carbonite is touted as a good one to use to back up to the *cloud*.

HumanKind... Be Both

sjrcpa

Level 15

Your data will be saved when you close the return. There is also an autosave feature in options. Use it.

Note-this saves the data on your computer/network only.

The more I know the more I don’t know.

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