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Social Media AML Checks

Addition of social media checks for AML searches.
Nicholas Prior 12 months ago in AML 1 In Discovery

Link to Whatsaap / text message

As with emails, be able to view texts and whatsapp messaged from clients. Some send pictures via whatsapp that could then be stored in documents section.
Tara Hotston over 2 years ago in Practice Management 0 In Discovery

Ability to download or print the firm risk assessment questionnaire and answers

AML regulator requests copy of firm's risk assessment annually and screen print unprofessional.
Grant Middleton over 2 years ago in AML 3 In Discovery

Adding client id along with client name in individual client portal

Currently, our system displays only the client's name, making it difficult to cross-reference and locate supporting papers saved under client IDs. This often results in time-consuming searches and potential errors in document retrieval. Proposed S...
Binu Jacob over 1 year ago in Practice Management 2 In Discovery

Add 'time' to the lookups in PM

I have a process of setting up meetings and I want to autofill a time for a meeting into emails, but I've had to manually add 24 hours of 15-minute intervals into a look-up table which took far too long. You could add this for everyone easily.
Lucy Browne over 1 year ago in Practice Management 0 In Discovery

Client Portal to upload documents not necessary for signature

It would be great if the portal could be used to share all documents not just ones for signature. We send covering letters and it looks weird asking the client to approve the letter.
Charlotte Clarke over 1 year ago in Practice Management 0 In Discovery

Task Calender/list

Only showing tasks on the calendar/task list for individuals at that job stage rather than showing all job stages even if overdue. This should stop the 'clutter' and multiple jobs stages showing up for one client if the job is overdue.
Guest over 1 year ago in Practice Management 1 In Discovery

Changing Title for Clients

I was setting up a new client on IRIS elements for their personal tax return but later found it difficult to remove their title on the information section of IRIS Elements. There is no option for this. I do not want to delete the client from IRIS ...
Guest almost 2 years ago in Client Management 0 In Discovery

AML Elements - Group/client permissions

Please can permissions be individually set, instead of levels such as being able to Check but not Delete.
Guest about 4 years ago in AML 0 In Discovery

Task commencement and due dates should be based on date job comes in.

It does not make sense that the commencement and due dates of tasks are based on the job year end. You cannot start a jobs until you have received the records from a client, so the task commencement and due dates should be based on the date record...
Guest about 2 years ago in Practice Management 0 In Discovery