K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
For ancient reasons, we skip over the partner address in the UI and all reports. A new use case has turned up for mass review of CPA Firm produced K-1s which analyzer can digitize for easy review. |
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. |
There may be other use cases as we continue to penetrate markets. This particular use case is a unique new purpose to use K1A as a check for a partnership to ensure that K-1s were produced properly by the firm. |
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. |
See above. |
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. |
Add a UI element for Partner Name and Address, use it as a unique investment identifier, and output the information on all relevant reports. |