K1 Aggregator

When users add attachments for either investments or transferees in K-1 Analyzer, they need to be able to indicate which attachments should be included in the rollover process.

For instances that are entity type = Trust, we need to have an additional field to indicate the type of trust. Need to know if this is a static list or free form to be typed in by the user. Need to add a trust type column to the instance list to m...

This would need to be done after moving into Advantage. Once in Advantage and we have a master entity list, can we check for foreign form filing requirements across clients and projects? In some cases, there may be foreign transfers for the same l...

Users would like to be able to configure a report and have that report delivered on a user defined schedule to specified email addresses.