Client Frequently Asked Questions
Most recently added FAQ's
Click the
icon to see the answer:
How do I sign up?
Clients of accountants should not sign up for IRIS OpenSpace; please contact
your accountant and ask them to register you.
I have received a ‘Client Registration’
email?
Your accountant has added your email address to their IRIS OpenSpace account;
this means you will be able to send and receive documents to/from your
accountant in a secure environment.
Simply click the link in the email to activate your account and create
your password.
Please contact your accountant for further information.
How do I upload a file for my accountant?
Login to IRIS OpenSpace and navigate into the folder location you wish
to upload the file to:
Click Upload in the toolbar.
Click Browse and find the
file (or files) you wish to upload.
Select the file (or files) and click Open.
The upload will then start automatically.
Please note the time it takes to upload a file is dependent on the upload
speed of your internet connection which may be considerably slower than
your download speed on a typical residential ADSL line.
How to I approve (or reject) a document?
Login to IRIS OpenSpace and navigate to the file that you have been requested
to approve:
Download the file.
Review the contents of the document.
Click the Approve link.
Click either Approve or Reject as appropriate.
Your accountant will then be notified of your action.
Once a document has been approved it is then digitally sealed with your
approval information and has a tamper proof certificate coversheet inserted
before the first page.