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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 about 2 years ago in Client Management 2 Awaiting Prioritization

Client start date

Adding client start date as a field in the client record so as to report using this data on the client list etc
Guest 4 months ago in Client Management 1 Planned

Ability to 'Grab' whole job from a 'Team' without clicking every task in that job

Saves time from having to 'Grab' each task individually
Rosie Haselgrove 2 months ago in Practice Management 3 Awaiting Prioritization

Tasks for 'Teams' to show in all team members personal task list

This would then show in individual people who are included in the 'Team' that there is a task. No need to filter through all tasks to find this. It would be easier to mark as done also
Rosie Haselgrove 2 months ago in Practice Management 0 In Discovery

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other ANL reports/documents as PDFs. May need to extract copies for review or submission to regulators.

Could you add feature to download a copy of individual AML Risk Assessments, KYC and other AML reports/documents as PDFs. May need to extract copies for review or submission to regulators.
Bob Edwards over 1 year ago in AML 3 In Discovery

Duplication of Information in Information and Contact Tabs

It would be very useful if the Contact tab and information tab were synced so you do not have to manually add name, address, UTR etc twice for individuals.
JAYNE PERRY over 1 year ago in Practice Management 2 Duplicate

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 9 months ago in Accounts / Practice Management / Tax 0 Awaiting Prioritization

Charity accounts

Ability to produce year end accounts for Charities.
Alex John almost 3 years ago in Accounts Production Enterprise 2 Planned

KYC - Editable

It's quite annoying that you can't edit the KYC data once completed. You have to go through the whole process again. Which is time consuming and unnecessary when you just need to update one or two sections.
Jane Rigley about 1 year ago in AML 3 Awaiting Prioritization

Ability to amend notes on face of accounts

Would be helpful when looking at the accounts to be able to click on notes and have the ability to edit wording or figures on the face of the accounts.
Bobby Millard 2 months ago in Accounts Production Professional 0 Awaiting Prioritization