Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

49 Vote

Engagement letters

Add the ability to issue engagement letters to clients setting out what we will do and just as important what we will not do. Existing suggestions from professional bodies are far too long , so a simple summary is what is needed plus the ability t...

Created 27 Mar 04:10 by Guest

Taxfiler / Practice Management

4
39 Vote

Ability to add additional non-Taxfiler services/jobs to client records

Add ability to create non-Taxfiler jobs, which can be applied to client records and tasks tracked.

Created 16 Mar 18:07 by Alison Ford

Taxfiler / Deadline Diary / Practice Management

7 Planned
30 Vote

Generate Client Letter

I would like to see a template letter i can send to clients showing the amount of personal or Corporation Tax they have to pay after finalising the accounts or Tax Returns with the due date payment to be made to HMRC or Companies House.

Created 15 Dec 15:38 by Edwin Samu

Taxfiler / Practice Management

1
30 Vote

Allow customisable tasks on jobs/services

Currently, the tasks to complete each job are not customisable and are defined in the system. Please allow users to customise tasks.

Created 16 Mar 18:12 by Alison Ford

Taxfiler / Practice Management

0
15 Vote

Auto complete a job when the tax return is submitted or offer the option within the submission page

After submitting a tax return it takes 7 clicks / steps to get to the jobs and mark the job complete.We used BTC in the past and after the submission it gives you the option to mark a tax return completed

Created 30 Jan 09:02 by Guest

Taxfiler / Practice Management

0
16 Vote

Reminder emails from Practice Management when deadlines are close

When a job or task is close to it's deadline or due date the member(s) of staff assingned to it receive an email from Taxfiler as a reminder.

Created 25 Mar 11:24 by Gary Woodward

Taxfiler / Practice Management

1
9 Vote

Ability to copy a new client from Accountancy Manager to TaxFiler

It would be useful if there was an integration with Accountancy Manager so when a new client is created in AM, we can create a new client in TF automatically, copying accross the initial data such as DOB, name, UTR numbers, etc.

Created 26 Jul 13:18 by Guest

Taxfiler / Practice Management

0
4 Vote

Enable integration with Zapier.

No description provided

Created 02 Mar 15:15 by Zoe Simmons

Taxfiler / Practice Management

0
2 Vote

Adding Custom Fields Into The Diary

The ability to add custom fields into the diary for example payroll year end date or CIS return period end date.

Created 08 Feb 12:12 by Guest

Taxfiler / Practice Management

0
1 Vote

Better error messages for client import failures

The error message for client import failures via CSV is very generic and gives no indication what the problem is. I had an instance where there was a format error in the UTR (I had "N/A" in the CSV instead of a blank cell) and the support team was...

Created 02 Aug 08:52 by Guest

Taxfiler / Practice Management

0