All ideas

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

Clients currently use maybe CCH or another outside tool from C-TRAC in order to prepare the below forms: i. AL – AL 41 ii. AZ – 141 AZ iii. AR – AR1002 iv. CO – CO 105 v. CT – CT-1041 vi. GA – GA 501 vii. ID – ID 66 viii. IN – IN IT 41 ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to accommodate multiple holding positions like as an individual/trust or multiple corporate holdings in the same entity. How will this idea h...

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 we re-import and there is an error, the message disappears after 5 seconds and we can’t find it again. We need a way to view the error until we press “X”/exit.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Tiering suggestion instead of matching name and address (I might not clearly understand what is matched) For tiering when setting up entities in a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Entering federal net income amounts When entering federal income/expense items and choosing an allocation code – the default allocation code is al...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Stop nesting PDFs under multiple directories and just dump all generated PDFs into the root of the .ZIP for easy access/distribution How will this...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Prompt a user when a new K-1 is being created from the bulk drag & drop, or ask the user if the match is ok if a certain confidence level on a...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Need to track barrels of production, addtional Line 20T fields, Line 17f excess IDC, Line 13J IDC, and field for disposition of partnership intere...