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Describe your idea. The more information you provide, the clearer picture of your idea we will have. Be able to run a rollover report that could be used to provide managers with a list that would help them identify engagements that need to be roll...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. The current placement of the release notification and the Contact Support button are in a place covering up the navigation panel. We request they ...

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 organizati...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Unable to view all attachments in one place. You have to click into all of the subfolders - very time consuming and could result in not seeing att...

Idea: Consistency in how Return References and Identifiers populate (with less variability and manual entry) and an easy way to get them in the correct order on each Schedule. How will this idea help you and potentially others? Easier for the read...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Another access level that restricts internal users from being able to access Account Management side but able to rollover clients, add client user...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. It would be great to have the option to add sounds to our notifications. How will this idea help you and potentially others? Understanding how thi...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Include information indicating which user uploaded which items and when (date/time stamp). Allow selection for multiple files to be downloaded at ...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Clients need reports in a variety of ways. The stock reports get users most of the way to where they need, but a report builder to generate and sa...

Describe your idea. The more information you provide, the clearer picture of your idea we will have. Change the font color to differentiate between user entries (Black Font) and System Values (Import from K1 Reader - Blue font) How will this idea ...