Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.
In Taxfiler we could use iris openSpace to request the client to approve/signe their tax return or Account. This feature is missing in Elements. This feature should be implemented.
This functionality is not implemented but marked as released. After the release note, I checked the Element you still have to download and re-upload the tax return or account for signature. There is no option In the Review & File tab of the tax return to send the document for client's signature.
This feature has been marked as released, can someone guide me on how to access this feature?
Thanks Aziz, we are working on this capability for Elements - watch this space
It is better to have the approval request to be contained in Elements
We want a facility to ask the client to digitally sign/approve their account if they are not phisically present. Sending link to client is prefered like adobe does.
Thanks for logging this request, is it specifically IRIS OpenSpace you want to integrate with or would you expect the approval request to be contained in Elements, or both?