Rollforward import fix. (Certain rollforwards were not accepting an import) CCH Axcess create ATB fix. (CCH API created clients couldn't create an ATB) Empty synthetic account fix. (Sometimes a group…
Holiday release!🎁 Notes, Links and Attachments Widget! (feat. Drag and Drop)Upload supporting documentation to a Client, Adjusting Trial Balance and an Account Line! Click on the paperclip to launch.…
Excel line zero import fix. In app subscription with Chargebee. Prep for 2022 Tax Categories (preliminary). Form 1065 Retirement Plans tax categories for Lacerte. Form 1065, Schedule K tax categories…
CCH Axcess Set API Keys. Set CCH API KeyWe're making it easier to get set up with CCH Axcess, by allowing you to manage your API Keys. Scrollbars! We're making…
We've made some improvements we think you will love! Hold Shift+click to select a range of account lines.We're making it easier to select multiple account lines to code.…
Some extra conveniences on the tax categories. For 2021, we've included "Do Not Map" categories for each Account Type, (eg. Income, Expenses, Assets, Liabilities, and Equity). This way if you…
