Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Add the prepared-for-filing date to the overview screen to help us with chasing TR's not returned by client

when you click on the orange section of the pie chart on the home screen (the ready for client list) it shows the tax returns that have been prepared for filing.

this list is effectively the returns that the clients need to sign and return to the firm - ie the ones we are waiting on.

adding a date column allows us to easily see the ones that are a month or so old so that they can be chased.

  • e l
  • Aug 23 2021
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