Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Import directors details from Companies House, store details on client record rather than on accounts

Import directors from Companies House when creating a client. (Company number entered)

Store this information on a client level rather than on the accounts, so that the information could carry though each year.

Add functionality to refresh data from Companies House, new directors, dates of resignation etc.

Directors with relevant dates would be shown in the accounts.

  • Matthew Dickson
  • Jul 21 2020
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    Alex John commented
    28 Jul, 2023 09:48am

    Importing directors and Companies from Companies House is possible with IRIS Elements Tax and Accounts and the Client Management functionality built around that. Once migrated from Taxfiler this will become available to you.