All ideas

Currently, if you have any Investments with a long Name (53+ Characters) in the Change Investment dropdown, the long names are showing outside of the box.

Have the ability to access the Investment by clicking on the Investment Name.

When you land on an instance page, it is difficult to click on the name of instance to access Investments. If you put your mouse cursor above or below the name, you can click, but you should be able to do this click when you put the cursor on the ...

We have a number of clients who are seeing their 990-T-reported investments start to generate income. We've had a few instances where clients do not have EFTPS set up at all yet and others who have tried and still have issues with it.

Expand the K-1 Reader to include reading 1099s

It would be helpful to set up the direct email pencil tool so that it also links to gmail as an email client for the COI surveys. When we get down to the last few board members that we are trying to track down to submit their survey, it would be v...

Be able to calculate and create State Apportionment tables for investors

In K-1 Navigator, clients need to be able to produce 1041 K-1s.

In K-1 Navigator, clients need to be able to produce 1120-S K-1s.

After all K-1s are uploaded in K-1 Exchange/K-1 Analyzer, being able to easily generate a master K-1/K-3 would help in entering the necessary data on the tax return.