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Client Management

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Back up data prior to deleting client

Taxfiler gave the option to create a back up of the client and data prior to deletion. Clients sometimes return and it gives a useful back up to restore if this happens or if there are later queries such as an HMRC enquiry.
Guest about 1 year ago in Client Management / Tax 0

Not have to replicate contact info for existing clients

When setting up a client, when adding in the contact details you have to add in the same details again.
Lucy Clover over 1 year ago in Creating Clients 1 Duplicate

Mark client as Active or Inactive

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.
Aziz 11 months ago in Client Management 4 Awaiting Prioritization

URL link for client visible in client list

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
Guest 11 months ago in Client Management 1 Already exists

Trading Address

It would be good to be able to have the option to create a 'trading 'address in addition to the options for 'primary', 'billing' etc
Stephen Pickering 6 months ago in Client Management 3 Planned

CGT account details

Add a box within the software to capture a client's capital gains tax account details. Once created, the CGT account details need to be retained for future reference.
Sarah Lacey about 2 years ago in Client Management 2 In Discovery

Adding Shareholder as a Relationship Type

When adding a new contact to Elements CRM, we are given Relationship Type options of Director, PSC, Secretary or Employee. However, we have clients that are none of these. An individual may be a shareholder without being a Director, PSC, Secretary...
Guest about 1 year ago in Relationships 0

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 over 1 year 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 over 1 year ago in Creating Clients 1 In Discovery

Ability to migrate clients from one Elements account to another

For example, where one Accountancy practice has taken over another Accountancy practice who also used IRIS Elements and wishes to migrate their clients into the main version of IRIS Elements.
Katherine Dickens 9 months ago in Client Management 0 In Discovery