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Describe your idea. The more information you provide, the clearer picture of your idea we will have. Another access level that restricts internal users from being able to access Account Management side but able to rollover clients, add client user...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Additional fields in 990 Tracker account management to allow for firm-level reporting and tracking of accounts & organizations. How will this ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The roles and descriptions still fit the old Ctrac for Crowe use. The roles need to be updated and modified for the firm edition. (See Service Req...

For Large Organizations with a larger numbers of users. Admins/Upper Management should be able to run a report and provide details for their employees. See attached example.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Currently the process of adding users to offshore groups and configuring instances for 7216 acceptance is very cumbersome. We need a more efficien...

We have had several instances where a user's email address changed for one reason or another. For example, user got married, her email address changed due her last name change. When this happens, we have to make the original user INACTIVE and add ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current behavior is if a user is provisioned but not explicitly assigned an access group they have access to all instances. How will this idea hel...

We need to fix the client role so that they can see the efile forms section but have options gray shaded or inactivated so they cannot do ANYTHING on this screen please.