K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
There needs to be a search option to look for engagements by EIN and not just by engagement name. Frequently we have clients change the organization name. We want to keep the history of prior year returns with the former name but move forward with the new name. We also need a way of making notes of name change details in the Account management section.
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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. |
If we have a search by EIN feature it would ease in locating the engagements and not have to worry about name changes from year to year. We would be able to find the original name on older engagements and the new name on future engagements. |
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 users that have clients/engagements with name changes. |
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. |
Create a search option to search by EIN. Please reach out to us so we can show you a specific example of a 2023 engagement where this has caused search issues due to name change from tax year 2022 to tax year 2023. |