All ideas

Ability to insert line items on the footnote templates. (currently has ability to insert allocation code with fixed amount)

Describe your idea. The more information you provide, the clearer picture of your idea we will have. There are green checkboxes at the top and bottom of the Conflict of Interest survey, between the floppy disc save button and the spellcheck button...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Fed/State taxable income grid does not support multiple state forms for the same state. Example NY: the data is being pulled from the NY IT 204 CP...

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...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Ability to take a .k1x file type generated from either K1 Aggregator or K1 Creator and drop it into K1 Aggregator for extraction. How will this id...

After uploading a K-1, having a place to review what was extracted, perform the review process, and then better control which investment get's overwritten or created in K-1 Analyzer will help reduce the time spent reviewing and correcting investme...

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

Would be nice if partnership type mirrored CCH (use "I" for 1040, "G" for trust, etc) - this would allow easier copy/paste when setting up new partners

When a client uploads a lot of workpapers to the document library, there isn't a way for us to quickly pull them down to our own storage. We have to download them each 1 at a time.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Easy to pull usage reports and exports that track usage data in K-1 Navigator, including data such as Number of LE's, Investors, Packages, Jurisdi...