Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Engagement letter reports to include all clients

Currently you can only run an engagement letter report for Personal Tax Clients which states when a letter was sent and when it was returned. It would be helpful if this option was available for all clients. With the integration of Automail and Openspace, most of the information required should be already available within the software.

  • Guest
  • May 23 2019
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