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
about 1 year ago
in Editing Clients
2
In Discovery
Client dashboard needs to be edited in same way home screen can so you can see what you feel is important
I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston
almost 2 years ago
in Client Management
2
Awaiting Prioritization
Easy to get to a different client from another client
Being able to have more than one client open easily at the same time, without duplicating the tab - maybe by being able to right click on client list from the existing client you ar in and selecting open in other tab?
Juliette Tompson
over 1 year ago
in Client Management
6
Awaiting Prioritization
It is unusual how you cannot edit this tab, it should be possible to change the layout and even edit the fields. For example, I want to be able to move the VAT Registered field, but I can't.
Having recently migrated from Tax Filer to IRIS Elements, we've identified some clients who are duplicated on IRIS, ie. the same individual (not a sole trader) where past personal tax returns are on both client records. We'd like the ability to me...
I am writing to suggest a new feature that could significantly enhance the security and usability of your product: automatic password protection for PDF documents. This feature will increase the security of clients' data when sending tax returns a...
The system provides a button to Mark a client as active or inactive when you view the client in the "Client list". It would be helpful to add such a button in the Action menu of the Dashboard. Please see the attachment.
Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
2
Awaiting Prioritization
1
Already exists
