Foe Elements Tax & Accounts it would be beneficial if there was a way to request signatures on accounts and tax returns. I know that this can be done in higher spec versions but would be really useful to have as an add on.
Hi Jenny, the option for request document approvals was made available to all customers in April 2024 under the Documents tab - more details can be found here: https://help-iris.co.uk/elements/clients/documents/landing-manage-client-documents.htm
Hi Jenny, the option for request document approvals was made available to all customers in April 2024 under the Documents tab - more details can be found here: https://help-iris.co.uk/elements/clients/documents/landing-manage-client-documents.htm