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 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 Shipped