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.
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.
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...
On Taxfiler it was possible to run a report with a list of clients then filter the list so it only included Ltd company clients with a year end of say March
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