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Firmwide risk assessments

It would be useful is we could automate the numbers in the firmwide risk assessment, so it populates the number of clients, from the client list.
Guest 3 months ago in  0 Awaiting Prioritization

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 3 months ago in Client Management 0 In Discovery

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest 4 months ago in Relationships 2 In Discovery

AML Document Expiration Notification

When uploading AML documents for each client i.e passport or driving licence etc you have to put in an expiry date. We have several clients where their passport has expired but we are unaware therefore the possibility to have a section that remind...
Jade Wenden about 1 year ago in AML 0 Planned

Ability to make clients confidential

Can we have option to make a client confidential so it needs password access.
Guest 4 months ago in Accounts Production Essentials 1 Planned

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton about 1 year ago in Accounts 2 Awaiting Prioritization

Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb 12 months ago in Tax 1 Awaiting Prioritization

List the beneficiaries and trustees of a trust on the AML tab

The beneficiaries and trustees of a trust may be subject to AML checks and risk assessments, therefore listing them on the AML tab, alongside directors and PSCs, will help ensure team members carry out the appropriate due dilligence.
Guest 12 months ago in AML 1 Awaiting Prioritization

Ability to mark a Ltd company as dormant

Would be useful to have a Ltd company showing as dormant so can easily see dormant accounts to be submitted and also maybe a filed on the client information tab to show if dormant and/or date started trading.
Chloe Burkin over 1 year ago in Practice Management 1 Awaiting Prioritization

Xero sales ledger does not sync with client list in elements

When you do the sync process, you cannot link existing elements clients to existing xero clients. you can only import xero clients that are not in elements. You should be able to 'match' the client in xero with the one in elements. see how other p...
Louis Evangelou 4 months ago in Practice Management 1 Awaiting Prioritization