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Client Management

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To pull down Directors details after creating a Limited Company

Once a Limited Company is created and you do not pull down Directors' details at the point of creation it would be good to be able to pull down a Director post creation.
Guest 10 months ago in Client Management / Creating Clients 0 Awaiting Prioritization

Right click - Open link in new tab

All pages of the TaxFiler site could be opened by right clicking on the link and selecting "Open link in new tab". This was a very convenient way of navigating around the site, and it would be improve Elements as this option is not available when ...
Chris Burgess 11 months ago in Client Management 0 Already exists

Can we ensure that Client IDs are sorted b client ID instead of name of client

No description provided
Guest 12 months ago in Client Management 0 Already exists

Client IDs to default to CAPS

No description provided
Guest 12 months ago in Client Management 2 Planned

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 about 2 years ago in Client Management / Practice Management 1 Planned

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 about 1 year ago in Client Management / Tax 1 Already exists

Clients address

Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
Graham Turner about 1 year ago in Contacts 0

Key In Date of Birth

When adding a clients date of birth, why can't I just type the date in as opposed to having to find year, date and then month?
Andrew Barton about 1 year ago in Creating Clients 1 Already exists

Search Facility

To have a search box, in which you can put either the clients first name, second name or any criteria. This would speed up looking for clients.
Jane Rigley over 1 year ago in Client Management 1 Already exists

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 over 1 year ago in Client Management 0 In Discovery