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
  • Aziz commented
    23 Aug, 2021 04:28pm

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

  • Martin Broadwell commented
    23 Jun, 2021 03:22pm

    This would be so useful to have.

  • Ola commented
    9 Jul, 2020 06:40pm

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

  • Admin
    Alison Ford commented
    7 Jul, 2020 08:44am

    Mail merge ability is currently under consideration.