Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Engagement letters

Add the ability to issue engagement letters to clients setting out what we will do and just as important what we will not do. Existing suggestions from professional bodies are far too long , so a simple summary is what is needed plus the ability to add extra paragraphs for those non standard issues.

  • Guest
  • Mar 27 2020
  • Attach files
      Drop here to upload
    • Guest commented
      August 23, 2021 16:28

      This feature was promised as under consideration sine 07 July 2020, still this feature is not added.

    • Martin Broadwell commented
      June 23, 2021 15:22

      This would be so useful to have.

    • Ola commented
      July 09, 2020 18:40

      Would add to this - disengagment templates and also request of information (to previous accountants) templates

    • Admin
      Alison Ford commented
      July 07, 2020 08:44

      Mail merge ability is currently under consideration.