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Practice Management

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Switch quickly to Accounts Production or Tax Returns from the client jobs/tasks screen and vice versa

As it was in Taxfiler, you could easily update jobs/tasks from within Accounts and Tax Return but it seems in Elements that you need to leave certain modules entirely and can't quickly move around the solution.
Guest about 1 year ago in Accounts / Practice Management / Tax 0 In Discovery

Export clients to excel

To include columns whether clients returns have been submitted/ accepted to HMRC or Companies House so you can easily reconcile all clients to see if you have many outstanding left in different tax years or months.
tom rogers about 1 year ago in Client Management / Practice Management / Tax 2 In Discovery

Make practice management and tax accounts mobile friendly

I cannot access anything on iris elements on a mobile, it is unsuable for viewing or editing anything. If this was possible I could check and action important tasks on the go or out of office hours where I don't have access to my laptop. In this d...
Guest almost 2 years ago in Accounts / Practice Management / Tax 1 In Discovery

Being able to use the same email address for the portal for individuals and Business

A lot of clients have the same email address, so if I was wanting to activate a portal for the individual and then one for the business they would have to have 2 portals and 2 logins, which is not convenient for them.
Lucy Clover over 1 year ago in Practice Management 5 Planned

When looking at Jobs it would be great to have a print function.

This would be easier to keep control for those who travel or like working with paper rather screens
Tony Orphanou 6 months ago in Practice Management 1 In Discovery

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd over 1 year ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 1 In Discovery

Remove Inactive clients from Outstanding VAT Return List

Do not show inactive clients in list of outstanding or upcoming returns - Once they are inactive they should not appear on this list
Guest about 1 month ago in Practice Management 1 Awaiting Prioritization

option to view received emails from all clients by date range (e.g. last 2 weeks)

Currently, IRIS Elements Practice Management allows users to view sent and received emails only on an individual client basis under the client dashboard’s "Email" tab. While this is useful, it becomes time-consuming when managing multiple client q...
Binu Jacob 3 months ago in Practice Management 1 In Discovery

Last Accounts Made Up To On Companies house page

on the companies house tab there should be a last accounts made up to so you know what the last year filed was.
Parkers Accountancy 5 months ago in Practice Management 0 In Discovery

Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz about 1 year ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization