IRIS OpenTax - Overview
Cloud tax return software for accountants in practice and tax agents.
FREE cloud-based UK tax software - for UK accountants and tax agents
Use the IRIS OpenTax product for free, and only pay when creating returns to submit to HMRC. Everything is included to complete clients’ tax returns quickly and efficiently; with low flexible pricing you can work whenever and wherever with no hidden charges.
IRIS OpenTax is designed for smaller practices that want an easy-to-use, value for money solution to prepare and file client tax returns in the cloud. Then, when the tax return is ready for the client, submit for e-Approval with IRIS OpenSpace. The tax return approval process that used to take a few days can now be completed in minutes.
IRIS provides ultimate flexibility in the way that accountants and tax agents use compliance software. Our desktop compliance applications have, for 30 years, been the most popular applications in the sector, and now we are proud to offer an ever expanding range of software delivered as a service over the web.
IRIS OpenTax, the UKs first professional tax preparation application delivered as a service over the web, IRIS continues to provide you with added benefits such as practice dashboards, a centralised client database and real time online filing validations.
Desktop software, cloud application or both
Choose to install and run our applications on premises, run your practice using our cloud services without software installations, or use a combination of both.
IRIS OpenTax includes the same level of functionality as our PTP & Drummohr software products but is delivered as a service over the web. IRIS OpenTax is designed for accountants that want an easy-to-use, good value solution to file client tax returns quickly and efficiently. It’s made for the modern accountancy practice with a uniquely client-centred approach.
A cloud-based solution
Using IRIS OpenTax enables you to...
- Work from any location - just fire up an internet browser and login
- Eliminate time-consuming software installation and updates - the software is always up-to-date and ready for you to use
- Improve business resilience - protect your practice from disaster or weather-related disruption, work from anywhere with an internet connection
- Protect your data - encryption and authentication you expect from online banking
Customer relationship management - simply select a client to gain a comprehensive view showing current/previous liabilities and all their business relationships
- Easy access to client information - dashboard technology gives you a meaningful view at a glance
- A central database - client information is stored and updated centrally
- Simple navigation - switch between clients/jobs/years and make comparisons at the touch of a button
Fast, efficient tax returns
IRIS OpenTax puts functionality at your fingertips when completing and filing SA100, SA800 and CT600 returns...
- Live calculation – on screen, instant tax calculations whilst you enter client data
- Real time filing validations –HMRC filing validation alerts
- Intuitive data entry – modern user interface which reduces the amount of time spent entering data
- Inbuilt calculator – arithmetic calculations are built into the tax form
- Combine with IRIS OpenSpace for fast, efficient e-Approval of tax returns
Free & easy data migration
Its quick and easy to migrate your data to IRIS OpenTax; we’ve worked hard to ensure you can switch to IRIS OpenTax with minimal impact to your business.
- PTP migration – full data migration from PTP that includes client and tax return data
- Client import – import client data from any product via CSV import wizard