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Elements AML - review of KYC and risk assessments

A check box on the risk assessments and KYC to acknowledge that it has been reviewed and no changes. To have to redo the entire risk assessment annually is time consuming and unproductive when nothing has changed. The KYC needs the ability to be e...
Helen Jones 4 months ago in AML 3 Awaiting Prioritization

Auto feed from Companies House

Latest info on accounts filed with Companies House
Nayeemur Rahman 3 months ago in Company Secretarial 0 Awaiting Prioritization

Unable to see clients annual accounts due date

No description provided
Mehmood Jamshed 7 months ago in Accounts Production Essentials 0 Awaiting Prioritization

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 30 days ago in Accounts 0 Awaiting Prioritization

Add practices logo to accounts

Ability to add accounting firms logo to the front page of the accounts and/or accountants report.
Alex John over 2 years ago in Accounts Production Professional 2 Awaiting Prioritization

Ability to link associated companies

In relationships, it will be useful to add associated companies as this needs to be picked up for CT calculations
Claire Agasee 11 months ago in Relationships 0 In Discovery

Export AML assessments

please allow us to export AML risk assessment and KYC assessments to facilitate proof of AML compliance
Kevin Higgins about 1 month ago in  0 In Discovery

Insert row in TB input

Inserting row in the tb to ensure P&L items are at the top and balance sheet at the bottom
Guest 8 months ago in Accounts Production Professional 1 In Discovery

Assign Clients to users

In Taxfiler we were able to hide clients from users, this feature has been removed for some reason and I would apprecitate this being brought back as not all collegues should be able to see all clients.
michelle mckinnon 3 months ago in Client Management 1 In Discovery

Appointment or resignation date on company information page

It would be good to have an option to have a date next to the directors name on appointment or resignation. Eg. Mr M Smith (appointed 01/01/2023).
Charlotte Ing over 1 year ago in Accounts Production Essentials 1 Awaiting Prioritization