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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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. For most clients we need to lock down the financial sections when it is rolled over to the next year. How will this idea help you and potentially ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On due date tracker, add a way to filter not only by dates, but also by signer and/or location so that it can easily be filtered down to different...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Periodically clients of accounting firms will change firms for a new tax year. When this happens, the new firm often requests client data be trans...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Automated notifications to new users once initial access if provided 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. Add additional user permissions to group management for the following:1. Non-admin permission to add instances2. Add option to non-offshore groups...

Adding logs to track usage from firm users actions. In addition, reporting on the logs for any management and admin purposes.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When adding a new preparer it would be nice if a radio button existed to indicate if the paid preparer is self employed or not and then that defau...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When going in to edit the offices or paid preparers if you make a change there is no way to cancel the change. If you click on X out to exit it au...