Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.
In Taxfiler we could use iris openSpace to request the client to approve/signe their tax return or Account. This feature is missing in Elements. This feature should be implemented.
Integration between Elements Tax & Accounts and Proposal Manager
I would like to send new engagement letters / up date proposals etc to existing clients for whom all their information - names addresses etc are already within my Elements Tax & Accounts (having migrated from Taxfiler). I do not want to have t...
Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
To send a completed tax return or account for the client's signature. Users have to download them from Irish Elements to their computers then reupload them for signature. The system should automatically attach your tax return or account when the t...
We are an 8 Partner practice using Iris AML software. We would like to be able to view client lists by Partner so that when a Partner, or a manager, goes in to Elements, they only see the clients they need to see.
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