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Practice Inbox

Within Senta there is a Practice Inbox option where you can see all emails in specific inboxes. This is a great feature and it would be very beneficial if added into Elements to complement the email function already there
Joe Dixon about 2 months ago in Practice Management 1 Awaiting Prioritization

Practice roles for people who do not have a license

We have engagement partners within the firm who do not prepare tax returns and so do not require a license for the software. I would like to have the ability to assign clients to the relevant engagement partner, however you can only assign clients...
Guest 5 months ago in Client Management / Tax 0

Ability to edit and add notes to accounts and directors report

No description provided
Michael ALINEK about 2 months ago in Accounts Production Professional 1 Awaiting Prioritization

Pracitce roles - Be able to organise users alphabetically. At the moment it seems the users are based on the order they have been added to the system which makes finding individual employees or managers difficult.

No description provided
Guest 5 months ago in Client Management / Tax 0

Audit report

Preparation of audited accounts should be included in the Iris Element.
Guest over 1 year ago in Accounts Production Essentials / Accounts Production Professional 1 Awaiting Prioritization

Be able to download time stamped accepted proposal and engagement letter

For insurance and KYC reasons, when a client accepts a proposal the system should ask for the name of the person signing and then it should create a time stamped version of the proposal and engagement letter. When I have tax investigation cases th...
Guest 7 months ago in Proposal Manager 0 Awaiting Prioritization

Group accounts / consolidation and audit

No description provided
Guest about 2 months ago in Accounts Production Professional 1 Planned

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

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 about 1 year ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 7 months ago in Practice Management 0 In Discovery