Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to copy a new client from Accountancy Manager to TaxFiler

It would be useful if there was an integration with Accountancy Manager so when a new client is created in AM, we can create a new client in TF automatically, copying accross the initial data such as DOB, name, UTR numbers, etc.

  • Guest
  • Jul 26 2021
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