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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 ...

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...

When clients upload workpapers, need to find the folder Do not know when new workpapers get added Would also like a notification hub in C-TRAC

We would like to be able to see the user name that set up an account, an organization, an engagement, a user and granted access. And the person that made changes to a set up.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Add the ability to recover/restore data that has been previously deleted. How will this idea help you and potentially others? Understanding how th...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In CCH Axcess anyone can roll forward a return without being an admin How will this idea help you and potentially others? Understanding how things...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Recent returns that you worked on, you have to search instead of populating. Manually searching for entity name, each time we'd like to open a ret...