Since we adopted the practice manager, our practice has faced challenges. We activated accounts for several clients. They called us to say they did not receive the activation email or, by mistake, deleted it. The client cannot log into the portal ...
Ex employees show up on the User list for tasks, they don't have permissions and they don't have a license assigned to them so we should have the ability to remove them all together
Rosie Haselgrove
4 months ago
in Practice Management
0
Awaiting Prioritization
Enable more editing for Sole trader & partnership accounts
Iris Elements Accounts Production: To be able to have the left hand navigation panel once the accounts have been generated for sole trader and partnership accounts so that accounting policies can be added to and edited. Otherwise key information i...
Shink fonts, remove chunky buttons, remove banners with large areas of empty space
Shink fonts, remove chunky buttons, remove banners with large areas of empty space. It is all too hard to digest at the moment. TaxFiler had perfected it.
Chris Burgess
over 1 year ago
in Other
1
In Discovery
EPM- Granular communication on client portal activation status
Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Keep Sole Trader Accounts and Tax return in the same section, like accounts and corporation tax for limited companies
It is better to keep the sole trader accounts in the same section as the individual tax return similar to classic taxfiler. This way you do not need to create a whole new relationship.
0
Planned
0
In Discovery
0
Duplicate
