Workflow management

IRIS Docs

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Specifically designed for accountants, IRIS Docs makes going paperless a reality. All your documents, all your correspondence and emails, all in one secure place – at any time.

Key features:

  • Allows you to automatically store and retrieve all your accountancy documents, whether it’s a set of Final Accounts, or correspondence
  • Capture every email and all outputs from your IRIS software
  • Powered by Invu, the leading document management provider, IRIS Docs is used by more than 500 accountancy practices
  • The combined sector expertise of IRIS and Invu ensures that the solution works just the way accountants want to run their process
  • Files documents against the right client and also by the correct job, e.g. accounts, tax, payroll, general correspondence etc
  • Further attributes can also be defined for the documents, such as date, partner and document description, allowing increased visibility
  • The system will also ensure that you are always working with the latest version of your documents

 

“IRIS Docs has given us access to our documents through both IRIS Practice Management and Invu. This saves us filing time, and also retrieval time, especially when the client is on the phone.”

Johnathan Myers, Urqhart Myers

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