C-TRAC - e-file management report accessibility

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

Make the e-file management report a feature that is not exclusive to admins.

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.

Our firm, and the other Big 4, all centralize their e-file and admin roles which limits the number of individuals who have access to this report. And while some work around options to track e-file status exist (email notifications or just going into the client or the publication of the report by an admin) none are optimal. Email notifications require the centralized team to know who all wants and should receive notifications so someone may not get setup for the notification, going into the individual returns themselves is time consuming when someone is responsible for hundreds of returns, and publication of the report requires someone to handle that task on a regular basis and it does not offer an on demand view of the latest data.

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.

Primarily individuals who are in charge of ensuring returns are successfully e-filed which in our case is the partner level. However, this would also benefit any user who is involved in the process as the e-file management report is the most efficient way of looking up e-file status

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.

Without knowing other dependencies and how this could impact what other K1x clients want the first thought that comes to mind is that we would envision this being a “role” that can be assigned to users client users should likely not have access to the reports. That said we work in a way such that all users have access to all organizations so the role would potentially need to be built such that users could be granted access to all organizations in the report or only designated organizations to accommodate other K1x clients needs.