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Search results: Practice Management

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option to view received emails from all clients by date range (e.g. last 2 weeks)

Currently, IRIS Elements Practice Management allows users to view sent and received emails only on an individual client basis under the client dashboard’s "Email" tab. While this is useful, it becomes time-consuming when managing multiple client q...
Binu Jacob 13 days ago in Practice Management 0 In Discovery

Jobs to be linked to actual service (tax return, accounts, VAT)

Similar to TaxFiler 1) When in Job should be able to go to actual return/accounts (in Taxfiler when in Job there was a button "View tax return") 2) in actual tax return/accounts to have tab for "tasks" that are to update job progress. 3) To have "...
Aleksandr Novikov 5 months ago in Practice Management 0 In Discovery

Mail merge labels

The option to select a batch of clients and produce a sheet of address labels (1 label for each client).
Guest about 2 years ago in Practice Management 0 Awaiting Prioritization