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...
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
I have spent more of my life than I am comfortable with attempting to import a CSV file TB. The software just says that there is 'Invalid content' and makes no effort to tell me what the invalid content is. I've spent the last 4 hours individually...
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
over 1 year ago
in Client Management
1
Will not implement
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
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.
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...
1
Awaiting Prioritization
2
In Discovery
0
In Discovery
