All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be nice to have filters on the dashboard for things like year-end, client name, due date, etc. to easily be able to see all clients with ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. A rule builder where rules can be created to automatically reclass certain lines when a K-1 is read. How will this idea help you and potentially o...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. I'd like to calculate all slices by default How will this idea help you and potentially others? Understanding how things are done today, where the...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Expand the Schedule K-1 Report in K-1 Navigator to include all entities in the project. How will this idea help you and potentially others? Unders...

Can be deleted. Added idea by accident

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...

It would be helpful - either under State module general information, state specific general information or on the state forms to allow input of direct deposit information. Not all states have a place for this, but for the ones that do, we have to ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding the client ID to the usage report. How will this idea help you and potentially others? Understanding how things are done today, where the p...

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

The tools on the far right of the manage investments view are almost never used besides the "pencil" and the "lock button". If you click on the 3 dots you get to the other options, the "upload with K-1 reader" is an option. Why can't this be moved...