Customer feedback & Ideas for IRIS
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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
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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
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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
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