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K1x Ideas
Status Will not implement
Categories All Products
Created by Guest
Created on Oct 5, 2023

Paid Preparer Defaults/Drop-down

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

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.


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.


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.



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  • Guest
    Feb 19, 2024

    Issue resolved with separate tenant established. Will consider longer-term adjustment as part of Account Management overhaul.