Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
The paid preparer section, where information must be entered manually, exposes the possibility of errors. We would like defaults/and or a drop down list to choose from so as to avoid manual entry error
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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 puts us in your shoes. |
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Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
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How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Issue resolved with separate tenant established. Will consider longer-term adjustment as part of Account Management overhaul.