Customer feedback & Ideas for IRIS
Suggest & prioritise ideas for our customer-driven roadmap
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Invoices / payments portal
Allow accountants to share their invoices and collect payments via the client portal
Created 3 Aug 07:24pm 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 12:06pm 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 8 Jun 02:03pm 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 4 Jun 06:27pm 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 11:40pm 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 11:33pm by Deleted User
IRIS OpenSpace (archived)
1
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