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Categories Client Management
Created by Guest
Created on Dec 22, 2023

Ability to merge duplicated clients

Having recently migrated from Tax Filer to IRIS Elements, we've identified some clients who are duplicated on IRIS, ie. the same individual (not a sole trader) where past personal tax returns are on both client records. We'd like the ability to merge these client records, moving all the tax returns to just one client record.

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  • Admin
    Rob Millen
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    Feb 16, 2024

    Hi Mark, we are making changes soon relating to this request: https://elements.ideas.aha.io/ideas/ELI-I-84

    I fear merging clients will not solve the underlying challenge, but i will keep this here for now and we can revisit after the pending changes are made as described in the ticket linked above.

  • Guest
    Reply
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    Feb 16, 2024

    Has this idea been assessed yet please?