Skip to Main Content
K1x Ideas
Status Community Review
Categories 990 Tracker
Created by Guest
Created on Jul 3, 2024

Suppress access to PDF for clients

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

Be able to turn on/off client access to PDF

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.

It will have us make sure we have a final copy of the return before the client is able to access it

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.

Firms

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.



  • Attach files