All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Clients need reports in a variety of ways. The stock reports get users most of the way to where they need, but a report builder to generate and sa...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Users should have the ability to suppress line items from flowing into the system. How will this idea help you and potentially others? Understandi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial put...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Commonly, an organization will receive contributions throughout the year that sum to an amount greater than $5000 so they must be listed on Sch. B...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. More options to sort officers in the CompensationExport for Part VII How will this idea help you and potentially others? Understanding how things ...

It would be great to create a new interface or layout that is centered around reviewing investments in K-1A. The user could select their review level and it would auto filter the investments to show the ones that are ready for their level. This in...

K-1 Analyzer reports could use some overall improvements, workflow improvements, and individual report improvements.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to turn on/off client access to PDF 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. Change the viewing or add option to view all investments in one screen by freezing header row and scrolling down the list to the bottom instead of...