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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. Issue : Clients have been rolled forward from 2022 to 2023 and the 7216 consent was set to “Yes” in 2022 with expiration date of 12/31/2024 howeve...

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 you select the paid preparer the PTIN pre-populates and when you select the office the office info also prepopulate. However, what doesn’t pr...

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...

It would be great to see an in app reporting tool that can show data regarding: Validation Status Summaries Acceptance/Rejection numbers Changes YOY

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Firm default setting that all users have access to projects instead of manually having to add each user. How will this idea help you and potential...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Tax Director can be any number of individuals, and we would like to have the ability to restrict it to only one user that we can add and then the ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Provide an easier way (than current method of each part of a return) to grant read only access. How will this idea help you and potentially others...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Creating a single account and user management accessible to admins where access to all K1x products can be administered and controlled. How will t...