Manage settings
This section contains the settings for your platform and any products you subscribe to:
- Practice Management — Configure display options, emails notification templates, client portal options and more
- Connections — Connect your IRIS Elements account to your HMRC, IRIS KashFlow Connect, and Freeagent accounts
- Tax and Accounts online filing passwords — Enter your HMRC and Companies House credentials to allow tax return and account submissions
- Batch questionnaires — Product questionnaires for multiple clients for use with IRIS Elements Tax and Accounts
- Bulk tax year roll forward — Roll forward multiple tax returns to the next year for use with IRIS Elements Tax and Accounts
- IRIS Vault — Allows you to add and manage database credentials, API keys, and other secrets
- Proposal manager configuration — Configure the services, pricing structure, proposal content, and engagement letter content for IRIS Elements Proposal Manager