To send a completed tax return or account for the client's signature. Users have to download them from Irish Elements to their computers then reupload them for signature. The system should automatically attach your tax return or account when the t...
When we log in to elements it defaults to showing 15 clients. You need to update this to show more clients everytime you return to that page. it would be helpful to be able to save the customised/last view. Also we like to view clients by client I...
Too spread out, needing to scroll down to find the useful information eg phone number and email address at the bottom. Would be better to be able to display everything on one screen without the need for scrolling. Many other screens this would be ...
Notification to client that signature has been successful on documents
Feedback from my clients when signing a tax return sent via documents they type in their name and then it disappears. They want a prompt on screen to show it has been successfully signed and I have been notified.
It would be great to customise the client view so that I could see who all my contacts are for every client. Having this view would help me ensure that for all my contacts I have all the information I need or identify gaps in my records to ensure ...
Add notification to client signature on documents portal
Client signs document and the box disappears- several clients have emailed to say they didn't know if it had worked. There needs to be a message pop up to say that it has been signed and a notification has been sent to the accountant.
When changing the size of the column, so that I can see all of the client name, it would be useful to save the change permanently and not have to change each time I go to the client list.
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