Thread: Can we prepare returns for two firms on same the same Lacerte software system?

( We two are partnering with new clients: a new Firm.    Current clients of V will stay in her firm name. Can we combine her current clients \(old firm name\) and our New clients, \(new firm name\) under one set of Lacerte software?  Jim , class="post_actions"> Solved! Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add...

( I believe you can combine the clients' data into 1 instance of Lacerte.  However, to process returns under 2 firm names you will need to buy 2 firm licenses.  Lacerte may still have a shared license agreement if you operate in the same location \(cheaper than 2 firm licenses\).  Check with the sales dept. , class="post_actions"> Type of Abuse Abusive behavior   Inaccurate information...

( Yes, you can install two preparer files to do this. One system, one shared data path, two firms. Go to the support site and search for "multiple prep" and check the third article - it shows you how to do this. , class="post_actions">   Type of Abuse Abusive behavior   Inaccurate information   Other \(add details below\)   Add Details Report Abuse   )