Practice management

IRIS Practice Management

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The IRIS Practice Management software modules, which share a database with your IRIS Accountancy Suite, work at the heart of your business helping you to plan, manage, track and control staff, clients, jobs and communications.

 Key features:

  • Creates a centralised hub for storing and sharing all your client data, with workflow, tracking of all communications with clients, and powerful data mining.
  • Get a single, unified view of your clients and your practice
  • Waste no time accessing up-to-the-minute client data - documents are automatically stored against the right client
  • Plan, allocate, track and monitor progress and workflow to ensure most efficient use of your resources
  • Analyse jobs and customers to determine profitability, return on investment and which clients to target for additional or higher fee generating activity
  • Ensure work progresses smoothly - completion of one task automatically triggers the next stage
  • Easy-to-access button to run a full anti-money laundering check and receive a full report
  • Integrated with other IRIS Accountancy Suite software for further efficiency savings
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