Submit Idea
SUBMIT IDEA

All ideas

Showing 261 of 261

Ability to merge duplicated clients

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...
Guest over 1 year ago in Client Management 2

EPM- Granular communication on client portal activation status

Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Faiza Khan 4 months ago in Contacts / Practice Management 0 In Discovery

Ability to amend/ rename headings on trial balance

Ability to amend headings on the trial balance for expenditure, which isn't already included.
Alex John about 3 years ago in Accounts Production Essentials 5 Will not implement

Power of Attorney as relationship for individuals

We would like to be able to perform AML checks on the Power of Attorneys for clients. There isn't currently a suitable relationship category for them
Amy Heron 7 months ago in Client Management 0 In Discovery

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 about 2 years ago in Practice Management 2 Awaiting Prioritization

PDF Password Protection

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

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton over 2 years ago in Practice Management 1 Awaiting Prioritization

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 almost 2 years ago in AML 0 Planned

Maximise Useable Area of USER INTERFACE / Significantly Reduce No. of Keystrokes/Scrolling etc

All users across All Software Modules will significantly benefit from being presented with more relevant data without unnecessary scrolling, mouse navigation etc. The following would greatly improve the User Experience of IRIS Elements - which can...
Guest 11 months ago in Other 0 In Discovery

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 over 1 year ago in Tax 1 Awaiting Prioritization