IRIS OpenSpace integration
This feature is currently only available for customers who have migrated from Taxfiler by IRIS. We will be announcing the full
Documents stored in IRIS Elements can be sent to IRIS OpenSpace for your clients. Statuses of those documents are then reported back to IRIS Elements.
You can send documents from the following IRIS Elements products:
This is a one-way integration:
- Documents sent from IRIS Elements and deleted in IRIS OpenSpace will not be deleted from IRIS Elements
- Documents only stored in IRIS OpenSpace are not sent to IRIS Elements
- Documents only stored in IRIS OpenSpace will not have their statuses updated to IRIS Elements
Want to know more?