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Ability to Google search an individual or business

In an AML context, it would be good to be able to quickly perform a Google-style search against a client. e.g. Danny McGrath is a director of ABC Widgets Ltd. Can we quickly do a search for "Danny McGrath ABC Widgets Ltd OR Limited" to see if ther...
Danny McGrath almost 2 years ago in AML 1 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 over 1 year ago in Practice Management 2 Already exists

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove 8 months ago in Practice Management 3 Awaiting Prioritization

Tasks for 'Teams' to show in all team members personal task list

This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Rosie Haselgrove 8 months ago in Practice Management 0 In Discovery

Risk Profile

Instead of manually updating the risk profile, can this get automatically updated whenever a risk assessment is done? For example if in 2021 the risk assessment came back as low then the risk profile would show as low, when the assessment is done ...
Guest over 2 years ago in AML 1 Awaiting Prioritization

Proposal Manager - allow proposals to be edited at different stages of the process

I can't see any way of adding more detail to the description of services unless I change it in Settings en masse. I would like to make my documents more bespoke when I'm generating them.
Heather Barnes almost 2 years ago in Proposal Manager 1 Awaiting Prioritization

Retained Earning for Future Periods (where comparative period is already on Iris) to Automatically Update

The trrial balance for brought forward periods does not autotmatically pick up on historic assets, retained earnings, shares issued as brought forward figures.
Guest over 2 years ago in Accounts 0 Planned

Reminders for signatures on Document portal

Either an option to send reminders manually or a periodic reminder for signatures where we can select the date/frequency mainly to make sure SATRs are signed to be filed on time.
Tara Hotston about 2 years ago in Practice Management 0 Awaiting Prioritization

The ability to run a comparative personal tax computation.

The ability to run a comparative personal tax computation.
Adam Owens over 2 years ago in Tax 1 Awaiting Prioritization

Zapier integration

Zapier integration would help massively, particularly as we use different apps for different business purposes.
Adam Owens over 2 years ago in Practice Management 1 Awaiting Prioritization