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Sending Tax return & Account to client portal for signature

It is nice to see that Iris provided a button in the Download PDF File window for a tax return to send to IrisOpenSpace for signature or approval. A similar button should be added to send your tax return or account to ClientPortal for signature. T...
Aziz 8 months ago in Accounts / Practice Management / Tax 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 3 months ago in Accounts 0 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 about 1 year ago in Accounts Production Essentials 2 Awaiting Prioritization

Supervisory Body Update

Is there any way you can update the supervisory body with CPAA (Certified Public Accountants Association) www.cpaa.co.uk under the practice details. As I am a member and practice with their licence, I beleive there will be few other accountants wh...
Harish Balaji 11 months ago in Accounts Production Essentials / Accounts Production Professional 0 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

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 almost 2 years ago in Practice Management 1 Awaiting Prioritization

Add extra notes

Ability to include extra notes.
Alex John almost 3 years ago in Accounts Production Essentials 1 Awaiting Prioritization

Sage cloud

Can we add a mapping to import Trial Balances into Accounts Production.
Guest about 1 year ago in Accounts Production Professional 0 Awaiting Prioritization

Option to not show proprietor address on accounts

My client base is mostly micro businesses and their business address is their home address. For presentation purposes, the business information page on the accounts therefore looks a bit silly as I am showing the same address twice. An option to n...
Craig Thornton over 1 year ago in Accounts 2 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 about 1 year ago in Tax 1 Awaiting Prioritization