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K1x Ideas
Status Shipped
Categories 990 Tracker
Created by Guest
Created on Jan 26, 2024

Fully customizable Transmittal Letter

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

allows firms to customize transmittal letter language throughout and not just certain areas

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.

less reliance on outside T-letter preparation, increased efficiencies

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.

all firms using C-TRAC

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.

bring forward the entire T-Letter to the user interface for users to customize / update


Release Date Aug 22, 2024
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