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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 ...

Adding in an option to reset your password without needing platform support assistance.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Right now we prepare individual XMLs for each form and provide that for download/upload to the client. When the forms number in the 100s, this bec...

We have had several instances where a user's email address changed for one reason or another. For example, user got married, her email address changed due her last name change. When this happens, we have to make the original user INACTIVE and add ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Would like to have the ability to export the list of users and what their permissions are by client/engagement. How will this idea help you and po...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Current behavior is if a user is provisioned but not explicitly assigned an access group they have access to all instances. How will this idea hel...

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...