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Link Elements client record and Xero client record

Similar to the Import from Xero feature BUT for when you already have clients in Elements and want to link them with a Xero record. We migrated to Elements from TaxFiler but cannot link our Elements Clients with the corresponding Xero Client record.
James Goldstein 2 months ago in Practice Management 1 Awaiting Prioritization

Client dashboard needs to be edited in same way home screen can so you can see what you feel is important

I can see client connection manager (not currently used) and tax returns. I might want to be able to see other things like has the latest file in documents been signed, have they sent an email or a Q&A. To be able to edit this screen to see th...
Tara Hotston over 1 year ago in Other 2 Awaiting Prioritization

Default SHOW Clients - Edit default

The default display view for clients is 15. Can the Default be editable and set by by the user please.
Andrew Pearson 10 months ago in Accounts Production Essentials 2 Awaiting Prioritization

Ability to create folders in emails

To be able to file emails regarding one subject or tax/accounting year together for easier identification and searching
Grant Middleton over 1 year ago in Practice Management 1 Awaiting Prioritization

Client Form - Link - Auto Generate Client Data In Elements

It would be good if we could send out a new client form (digital) which the client completes and this auto enters onto the client record, e.g. name, DOB, UTR etc.
Ryan Witter over 1 year ago in Practice Management 2 Awaiting Prioritization

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest 8 months ago in Accounts Production Professional 0 Awaiting Prioritization

Accounts and iXBRL for non-UK companies

CREATING NON-UK COMPANY ACCOUNTS is it possible to create non-UK companies when creating a business client in Iris Elements Tax and accounting? See attached screenshot. With regards to IXBRL of the non-UK companies, the situation is a below, it wi...
Best Tax services Ltd 3 months ago in Accounts Production Professional 0 Awaiting Prioritization

Add extra notes

Ability to include extra notes.
Alex John over 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Charity accounts

Ability to produce year end accounts for Charities.
Alex John over 2 years ago in Accounts Production Essentials 0 Awaiting Prioritization

Job Notes Tab in tax return

Taxfiler has/had a Job Notes tab for each year that was useful for recording details extracted from HMRC API (against later changes/updates by HMRC systems) and notes of discussions relevant to the year with the client and views taken on an aspect...
Alan Webb 9 months ago in Tax 1 Awaiting Prioritization