Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Reporting of accounts and tax data

Ability to report on the data held in taxfiler would be very useful. Report all clients with shareholder funds greater than x. Report all clients with property income. etc etc - download to spreadsheet or expansion of existing reporting but with actual client accounts/tax data.

  • Paul Austen
  • Oct 1 2020
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