Activity Numbers

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

K-1 Analyzer pulls activity numbers and investment information from GoSystem/CCH for setup purposes rather than user having to manually set this up. In addition, it should be explored if the system can setup an investment for the user without the user having to go into the filing system.

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.

This will help all users setup their instances faster which is one of the more time consuming areas.

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.