Solved
E-Signature Dashboard Clients are gone. How to fix?
Have been using e-signature for returns. Has worked well, until yesterday, when all of the clients on the dashboard were gone. How to fix?
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SOLVED with help from Lacerte Support. Determined that e-signatures are tied to "client-type," so did not have any clients under the "Individual Module" yet, but found them when switched to "Fiduciary Module".
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