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G
glenwoodcpa
Level 2
March 12, 2020
Question

efile acknowledgements to clients

  • March 12, 2020
  • 3 replies
  • 9 views

I am new to Lacerte this year.  My previous software sent the client a copy of their e-file acknowledgement upon acceptance by the IRS.  The default settings in Lacerte are not notifying the clients, and now they are calling and asking if their returns went through OK or not.

Is there a way to initiate this automatically?

Thank you!

This topic has been closed for replies.

3 replies

User_61
User_61
Level 7
March 12, 2020

No. There is no such automation in Lacerte. 

♫ faint buzzing noise ♪
    C
    cpavilla
    Level 3
    May 29, 2020

    Drake, UltraTax and CCH have this feature.  I think it should be an option in Lacerte.  

      M
      Michael Mellberg
      Level 2
      April 21, 2021

      More than ever this is an important feature that we need.  Clients are looking for common sense service and it will surely enhance our service.  This will be basic but a great way to show finality for our service that we provide.  Without this our responsibility to the client drifts.  They need to change this soon.

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