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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 4 months 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 2 months ago in Client Management / Practice Management 1 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 11 months ago in Accounts / Practice Management / Tax 1

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 9 months ago in Practice Management 3 Awaiting Prioritization

Current licence summary

I would like to be able to see a current view of my licences for individual products within Elements.
Nick Lloyd 7 months ago in Accounts Production Essentials / Accounts Production Professional / AML / Company Formations / Company Secretarial / Practice Management / Proposal Manager / Tax 0

Ability to restrict user access to sensitive/confidential clients

To prevent access to sensitive information where there is additional client confidentiality required.
Grant Middleton over 1 year ago in Practice Management 5 Planned

Diary

Deadline Diary. Reminder. Daily tasks page.
OTILIA FLOREA about 1 year ago in Practice Management 4 In Discovery

Please can clients that we add the main data for automatically be added as a contact record for the same client

Please can clients that we add the main data for automatically be added as a contact record for the same client.
Ryan Witter 12 months ago in Practice Management 1 Planned

PM contacts can be used properly by more than one client record

At the moment you cannot use a contact email address on more than one client account. I've been told to log this here as apparently something this basic isn't a priority or considered a basic requirement until it gets sufficient support from the u...
Guest 12 months ago in Practice Management 1 Planned

When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.
Tara Hotston over 1 year ago in Practice Management 1 Planned