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Client Management

Showing 26 of 205

Enable privacy groups for certain clients and users

We have certain clients whose information is private and should not be seen by all users within our firm.
Guest about 1 year ago in Client Management 2 Planned

Ability to sort client list by surname

When using Tax the client list sorts by first name, I would prefer by surname or the ability to choose.
Craig Thornton about 1 year ago in Client Management 0 In Discovery

Status of tax return on client list

We would benefit for the status of the tax return to be shown when you download the client list. Everyone would benefit from that.
Geraldine Helen Millward 8 months ago in Client Management / Tax 1 Already exists

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood 9 months ago in Creating Clients 1 In Discovery

Add notes fields/tab/widget within the prospect screens

There is also no availability for notes within the prospect screens to enable us to enter any details which would be extremely helpful for us to use for progress tracking and to add relevant information. If this could please be communicated back t...
Alby Atkinson over 1 year ago in Client Management / Practice Management 1 Planned

Changing Title for Clients

I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS ...
Guest about 1 year ago in Client Management 0 In Discovery