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Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to have additional filters in the E-file management screen as we have many offices and e-filers. Also add the history of who did t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When the website is about to time-out, the user should receive a 5-minute warning via a pop-up to confirm they are still using the website. If no ...

How do we keep the client answers/responses as support. Being able to tell the difference between what the client entered and what we completed/changed. We would typically have our PBC checklist as the back-up but this would be used in place of th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Autosave feature on each page How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and ...

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...

The drag and drop feature to move multiple files to and FROM EYTSEO does not work with Microsoft Edge. Please provide the ability to move multiple files to/from software with bulk option instead of 1 by 1.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Show the returns that were recently opened in their own pane, separate from the rest of the returns. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The idea is to for each return to have a unique ID and version number. Also, the ability to search by the unique ID. How will this idea help you a...