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Practice Manager appointment Booking

We are currently swiching between our appoinmtnet system and IRIS Elements. It will help the orgnisation of the practice if the appointment booking system like outlook calander is added to practice manager to book appointment and send SMS reminder...
Aziz over 1 year ago in Practice Management 0 Awaiting Prioritization

Ongoing monitoring of clients to check as an example all individuals and flag any PEPs or clients on Sanctions

A lot of Professional bodies are asking Accountants to PEP check all of their individuals
Guest about 2 years ago in AML 0 Awaiting Prioritization

Proposal Manager x Google Workspace integration

I would like proposals to be sent via my Google account so the prospect can see the email is from me
Rob Millen over 2 years ago in Proposal Manager 0 Awaiting Prioritization

Ability to export accounts to word

As you can't amend the account headings of the accounts, it would be useful to be able to export to word so that such amendments can be made before sending to clients.
Bobby Millard 6 days ago in Accounts Production Enterprise / Accounts Production Professional 3 Awaiting Prioritization