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Level 1
December 21, 2021
Question

Lacerte Update Preparer for Multiple Clients Tool

  • December 21, 2021
  • 1 reply
  • 8 views

Lacerte really needs to come up with a tool that allows a user to select multiple clients and then allow it to change who the preparer is.  This would be helpful as staff change, acquiring other firms, etc. 

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1 reply

Level 6
December 22, 2021

See also this thread, requesting the exact same thing.
  https://proconnect.intuit.com/community/lacerte-tax-discussions/discussion/mass-reassignment-of-preparer/00/184418



Robert Kirk
LTUGtools