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Sharon 2026
Level 1
January 5, 2026
Question

Filing instructions for eFile vs Docusign

  • January 5, 2026
  • 0 replies
  • 0 views

I've talked with Lacerte directly and have been informed that we cannot change the filing instructions delivered by Lacerte - nor can we add an additional filing instruction specifically for DocuSign.  The only option is to edit the client letter that I think would confuse the customer even more.  How do other clients handle this scenario? 

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