K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Similar to full returns, extensions and all client deliverables should have filing instructions. |
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. |
This is a major risk management issue for our firm as all client deliverables must have filing instructions. Currently our team will have to manually create these. |
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. |
Clients will have a more polished product and our team will be able to have this done automatically as opposed to doing this manually. |
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. |
This ability is already built out for returns and so it should be easy and quick to add this to extensions. |