How-to Resources

Encountering the ‘Reason = 9 File May Be Corrupt’ error in Drake Software can disrupt your workflow, especially during critical tax processes. This error typically occurs due to damaged updates…

Making a copy of a client return in Lacerte is simple and essential for amendments, tax planning, or audits. Follow these steps:  Step 1: Open the Clients Tab  Launch Lacerte…

If client letters or invoices aren’t printing in ProSeries, here’s a clear guide to help you fix the issue:  Step 1: Check Your Printer Setup  Go to File > Print…

If ProSeries letter templates are missing after upgrading, follow these steps to fix the issue: 1. Close ProSeries on your cloud-hosted desktop. 2. Copy Previous Year Templates:  3. Paste to…

This article shows how to include Microsoft Excel, Microsoft Office, or Microsoft Office 365 in your server subscription so that you can use it on the hosted desktop environment. One…

It can be upsetting to lose vital data, especially when it comes to money records kept in accounting programs like QuickBooks. Auto Data Recovery (ADR), a useful function offered by…

Startup programs, like Microsoft Teams, are apps that run as soon as your computer turns on. While certain applications are vital for your workflow, others could use up unneeded system…

QuickBooks cookies are often set at a medium level. It is advised to set the setting to “allow all cookies”. Enabling cookies can fix issues with accepting credit cards, processing…

In just a few easy steps, this article describes how to restore a backup in Sage 50 Cloud Accounts. The steps outlined here will help you upload and restore a…

In the case of data loss or system breakdown, the ability to recover your Lacerte data quickly and accurately is vital for tax professionals and businesses. In this article, we…