Accountants in practice

Practice management

Call

The IRIS Practice Management software modules help you to plan, manage, track and control staff, clients, jobs and communications.

 

Overview – key features

  • The centralised hub for storing and sharing all your client data,
  • Includes workflow, tracking of correspondence and powerful data mining functionality; CRM for accountancy practices
  • Full integration with the IRIS Accountancy Suite for efficiency and cost savings

Overview – key features

  • Improve your cash flow and eliminate revenue leakage
  • Monitor work in progress, record time spent, raise invoices, send statements and control debtors reducing the administrative burden on your practice
  • Full integration with IRIS Practice Management

Overview – key features

  • Client correspondence made easy
  • Automates the production of all your client letters
  • Keeps a record of the correspondence with over 50 standard templates
  • Full integration with IRIS Practice Management

Overview – key features

  • Quickly identify the right person for the job
  • Updates directly into the individual’s bookings screen and practice planner
  • Budgets can be set against a job and time allocated can be monitored and rolled forward to repeat the work next quarter or year
  • Builds practice intelligence on how long jobs take to improve future planning 

Overview – key features

  • Access your practice data using industry standard tools, and turn it into valuable reporting information
  • Free of charge to existing IRIS Accountancy Suite customers!

Overview – key features

  • An at-a-glance view of your business performance for improved management control
  • Replaces the time-consuming task of manually inputting data into a spreadsheet with an instant graphical snapshot of your key performance indicators (KPIs)

Overview – key features

  • Exchange and approve confidential documents such as tax returns quickly and securely with your clients
  • A cloud-based solution, allowing accountants to share documents at the touch of a button in an easy to use, secure environment
  • IRIS OpenSpace does for accountants what Dropbox and Google Drive do for consumers
  • Fully integrated with the IRIS Accountancy Suite for further efficiency gains

Overview – key features

  • Automatically store your accountancy practice documents in the market-leading document management solution
  • Specifically designed for accountants, makes going paperless a reality
IRIS on Twitter IRIS blog IRIS on LinkedIn IRIS on YouTube