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...
Ability to add your own client risk assessment template
MLR specifiy that money laundering needs to have relevant risk assessments. This is not possible when i have to answer a lot of unrelevant questions for my clients.
System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Not automatically set up a job for a sole trader - duplication of individual job
Where you have to create a new client for a sole trader to be able to enter the details in the individuals tax return, that then creates new jobs/tasks for client take on etc which are already there for the individual. Where I imported all my clie...
Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
On the home Screen could another option be added to show that an RA is not required for this client. So yo end up with High, Normal, Low, Not required and no risk - ie last category are awaiting for RA to be performed.
Caroline Gudgeon
over 2 years ago
in AML
2
In Discovery
0
Awaiting Prioritization
0
In Discovery
