Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

1 Vote

Invoices / payments portal

Allow accountants to share their invoices and collect payments via the client portal

Created 03 Aug 19:24 by Deleted User

IRIS OpenSpace (archived)

1 Shipped
1 Vote

Virus Scan

Implementation of a virus scan mechanism when uploading documents, bringing the portal in line with systems such as Google

Created 19 Jun 12:06 by Mike Turner

IRIS OpenSpace (archived)

2 Shipped
1 Vote

Automated Reminders & Rules

The ability for accountant to setup automated reminders & rules, this will save them chasing their clients who they are waiting for approval for example.

Created 08 Jun 14:03 by Mike Turner

IRIS OpenSpace (archived)

2 Shipped
1 Vote

Download all files

Provide an option for accountants to be able to download all files from IRIS OpenSpace, which is helpful when IRIS OpenSpace is not being used as a storage system.

Created 04 Jun 18:27 by Deleted User

IRIS OpenSpace (archived)

1 Shipped
1 Vote

Bundle PDF documents

The ability to bundle documents during the upload process so that clients only get one document to view that are associated with each other (e.g. covering letter with a tax return)

Created 25 Apr 23:40 by Deleted User

IRIS OpenSpace (archived)

1 Shipped
1 Vote

Electronic signatures

The ability for clients to be able to electronically sign documents. This is most relevant for a set of accounts, but could also include other documents such as tax returns and engagement letters.

Created 25 Apr 23:33 by Deleted User

IRIS OpenSpace (archived)

1 Shipped