All ideas

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to be able to move an investment out of a certain instance or copy it to a different instance. How will this idea help you and p...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to have the option to add sounds to our notifications. How will this idea help you and potentially others? Understanding how thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the Instance and Investments screens, it would be very helpful to be able to customize which columns are listed, the order they are listed, and...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In order to print the K-3 summary with the investment information, we must select "partnership information" for each part and section, and each en...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. In the future is there a way for the validation reports can be generated in a more user-friendly fashion, so that we can more easily determine wha...

Make the diagnostics easier to understand and clear without having to submit a support ticket to K1X to help us decipher. Right now many diagnostics are unclear and we have to submit a support ticket for assistance. Turnaround time for assistance ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include information indicating which user uploaded which items and when (date/time stamp). Allow selection for multiple files to be downloaded at ...

Currently if Question J on the CA 199 is answered NO, the 3509 still prints when you print a pdf, but the form itself will not be efiled if Question J is answered NO. Is there a way to suppress pdf printing for form 3509, either in the system when...

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. 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...