Feature update: K-1 recipient info update notification

 K-1 recipients currently have the option to "Update" their info. However, there is no notification system to alert the firm when they have done so. So the recipient thinks they have given us a new address or other contact update but we never receive the info. 

To make the feature fully useful there needs to be a notification system or some way to download the updated info on a broad scale. By that I mean it shouldn't require viewing each entity's K-1 delivery list.



  • Official comment

    I'm a big fan of the latter part of this request, we'll make sure that this is added to our enhancement list!

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  • Great idea @Dana!

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