All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Returns with tax due to auto include penalty and interest, and the selection is to opt out, rather than opt in How will this idea help you and pot...

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

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...

Map Net Ordinary Gain or loss directly from Form 4797, Line 17

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Part VII, VIII, IX, Part X. Other assets and other liability description carries over without the amount from prior year. How will this idea help ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Code S. Non-portfolio capital gain (loss) can be either be short term or long term. Please allow users to enter it in one or the other. How will t...

Break the Master Compensation dependency if it is not needed for certain entities. There are times in which not all entities would need to be part of master comp. Please offer the ability to select the entities for master comp and without master c...

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. There are a few required columns in the Aggregator import template scattered throughout the sheet in-between non-required columns. They are easy t...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When a template is exported from 990 Tracker, it would be helpful if a name or initials or other identifier for the client would populate as part ...