How can one view two clients at the same time in Lacerte?

Forum|Forum|2 years ago
February 6, 2024
2 replies
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There are time that I would like to view steps done on one client so that I can duplicate those same steps for another client. I find that I have to close out one and open the 2nd - do a screenshot. I find this is time consuming. Is there another way?

Lacerte Tax

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Best answer by nramos-thekippgr

Thank you, Phoebe, for your response. Very helpful. Maybe now I have good reason to ask for a 2nd laptop...LOL. In previous job, they use CCH - which allowed, to have two clients at the same time, I got spoiled.