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URL link for client visible in client list

Each client has a unique link in the browser web address. It'd be v helpful to be able to see all such URLs in the client list, which we can then copy & paste into our CRM to basically navigate from that client CRM direct to their tax returns
Guest 10 months ago in Client Management 1 Already exists

One click ability to email every client avoiding duplications due to multiple entities

When emailing a newsletter to multiple or all clients, i find that certain clients will get 5 emails - because they are the contact for 5 Limited companies - this feature should address/avoid duplications
Guest about 2 years ago in Practice Management 1 Planned

Accounts Dashboard Status

For both Tax Returns and Corporation Tax Returns it has the useful feature in a pie chart format, this shows open, draft and submitted returns. This would be an incredibly useful feature to have for Accounts to see in the same format, Draft, Final...
Christina Gouveia 5 months ago in Accounts 0 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

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins 5 months ago in  0 In Discovery

The ability to go back to the job list when already in a job.

If I am in the jobs list and want to update the job status of a particular job, we click into the job and update the stages we want to update. However the back button does not take us back to the job list. It takes us to the client space. So we th...
Ryan Munt over 1 year ago in Practice Management 1 Awaiting Prioritization

Improvement to Openspace integration

The current Openspace integration is unusable in a functional way. Please implement the integration you had in Taxfiler. By this I mean: Allow the creation of a record in Openspace by Elements, only if there is not a preexisting record Link the Op...
Gareth Atkinson 5 months ago in Accounts / Practice Management / Tax 1 In Discovery

Ability to delete 'Lookups'

In Practice Management, it's not possible to delete unused/un-needed 'Lookups'. It would be beneficial to be able to do this.
Danny McGrath almost 2 years ago in Practice Management 0 Awaiting Prioritization

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Ryan Munt 11 months ago in Practice Management 2 Already exists

Institute of Accountants & Bookkeepers (IAB) Wording on the Accountants Report within Elements Accounts Production

Please could we include wording for IAB on acocuntants report.
Steve Murray over 1 year ago in Accounts Production Professional 0 Awaiting Prioritization