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Autosave functionality

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Autosave feature on each page How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and ...
over 1 year ago in All Products 0 Community Review

Full overview of PDF and diagnostics button from anywhere

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be really convenient if there were a button that allows viewing a full overview of the PDF and a full overview of diagnostics, both acces...
about 1 year ago in 990 Tracker 0 Community Review

Bulk upload and bulk download files to/from software

The drag and drop feature to move multiple files to and FROM EYTSEO does not work with Microsoft Edge. Please provide the ability to move multiple files to/from software with bulk option instead of 1 by 1.
about 2 years ago in All Products 0 Community Review

K1A Client ID "exact matching"

Describe your idea. The more information you provide, the clearer picture of your idea we will have. We are working on a Bot as part of our K-1A process. The current state when we search for an Instance by Client ID in K-1 Aggregator, the results ...
9 months ago in K1 Aggregator 0 Community Review

Search bar enhancements - exact match when looking up client ID

Describe your idea. The more information you provide, the clearer picture of your idea we will have. When we search for a client ID, it brings up all ID's that contain what is typed into the box. It would be nice to have the option to switch to an...
9 months ago in K1 Aggregator 0 Community Review

Bring CCH and GoSystem mapping into the user interface of the application.

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring CCH and GoSystem mapping into the user interface of the application. It would be nice to have a color coordination of what flows into the sy...
9 months ago in K1 Aggregator 0 Community Review

Import CaseWare

Not able to import our caseware trial balance into C-Trac
over 2 years ago in 990 Tracker 0 Community Review

We love the green checkbox on K-1 income showing all the income items tie out. Can you please add it to the income on the data entry screen too?

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Bring a checkbox image to the data entry screen, so when people are manually editing values they can see when a green checkbox disappears. Adding ...
10 months ago in K1 Aggregator 0 Community Review

All reports in one Place

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Please have all reports in one place which includes Investment report and all K3 sections How will this idea help you and potentially others? Unde...
over 1 year ago in K1 Aggregator 0 Community Review

Select all button to bulk add states in K1A

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Adding states through the “Manage States” feature can be time consuming. Is there a way to “Select All” states and add them all for an investment?...
10 months ago in K1 Aggregator 0 Community Review