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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...

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. Allow for commas to be used in address lines How will this idea help you and potentially others? Understanding how things are done today, where th...

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...

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...

When working with clients who have multiple users/departments completing sections of a return or group of returns, recalling who has access and to what part of a return can be a challenge. It would be a great feature to be able to run a report for...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We need to add an engagement code filter to the dashboard and basic client info. It is only in the Account Management side. How will this idea hel...