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Client Management

Showing 26 of 205

Search client by Submission Status

We need to be able to search for clients that have not had a self-assessment prepared for the current tax year. This is to enable and stop any client returns being missed/delayed.
Owen Sheehan 3 months ago in Client Management / Tax 0 In Discovery

Password protecting a client on IRIS Elements

No description provided
Guest 17 days ago in AML / Client Management 2 Planned

To be able to see all the recently worked on accounts and tax returns from the dashboard regardless (Same as Classic Taxfiler)

Cannot view all the recently worked out accounts/ tax returns in one view/ place - we have to manually go into each client/ select the spefici tax years.
Guest almost 2 years ago in Accounts / Client Management / Tax 9 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 3 months ago in Client Management / Practice Management / Tax 1 In Discovery

Archive, Delete and Restore clients in Iris Elements

We were able to Archive, Delete and Restore clients in taxfiler. I tried deleting the client in Iris Elements but there appears to be no option to save the client file before deleting or restoring afterwards.
Guest 9 months ago in Client Management 4 In Discovery

Assign Clients to users

In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
michelle mckinnon 28 days ago in Client Management 1 In Discovery

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee 9 months ago in Relationships 0 In Discovery

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 Creating Clients / Editing Clients / Practice Management 8 Planned

Submit "Ask a Client to Authorise you" Through the each client

Having the ability to have agent gateway accounts (multiple gateway accounts) linked through IRIS elements to HMRC, and allow for the services within the gateway accounts, to be automatically populated and submitted via IRIS elements and the clien...
Owen Sheehan 4 months ago in Client Management / Tax 0 In Discovery

Ability to update the client status

Currently unable to switch between a non-client and client status, and unable to mark clients as dissolved, former client etc. Not sure why this was ever removed but support confirmed it wasn't currently available?
Kelly Scutt 9 months ago in Editing Clients 2 In Discovery