All ideas

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. 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 adding useres to a project, have it be a pick list of Plante Moran users instead of having to type the entire email fo a person. Or let me se...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. General Notes: It would be helpful if we can directly copy data from an Excel cell and paste in K-1 Navigator even though there is a formula in it...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Why can I only make state amount adjustments when the comparison tool is filled out? should be able to adjust when only the jurisdiction is select...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When you associate a line to a footnote, you're not able to remove the line. You can change but can't delete. It would be nice if there was a blan...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. • Will there be a way to sort the investors within the “Allocation and Analysis” tab of the Scenario Builder? o Currently doing it in alphabetical...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. On the Scenario Builder / Allocations and Analysis, the percentages are rounded to whole numbers. Could these reflect the true %, with decimals? H...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - I would move all things that don't impact income out of the income section (QBI etc) How will this idea help you and potentiall...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Scenario Builder - Too many options for Box K Liabilities. Why show A/P, Notes Payble, etc separate? How will this idea help you and potentially o...