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...
Muhammad Dar
about 1 year ago
in Client Management
1
Will not implement
Client Form - Link - Auto Generate Client Data In Elements
It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter
almost 2 years ago
in Practice Management
2
Awaiting Prioritization
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
over 1 year ago
in Tax
1
Awaiting Prioritization
Under AML we are required to consider operations and/or payments in high-risk countries under financial sanctions listings, FATF high-risk jurisdictions, Poor score on the Transparency Int'l Corruption Perception Index and dealing with individuals...
Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
1
Awaiting Prioritization
0
Awaiting Prioritization
