Plain sailing with IRIS OpenSpace
It’s often said Information is the life-blood of modern businesses. However, information alone is not enough - what’s more important is the ability to share information simply, easily and without undue impediment. It’s important this flow of information is as efficient as possible within the practice and with clients.
Sharing files by post is slow, costly and time consuming. It can easily take the best part of a week to print and mail a tax return to a client and for the client to review and return the signed copy to the accountant. IRIS OpenSpace eliminates the cost of mail and accelerates the whole approval process.
Improved client interaction
IRIS OpenSpace enables your practice to collaborate with clients securely, using the same levels of encryption you expect from online banking. Using the e-checklist list feature you can request details from clients, or show them what you already know for them to confirm quickly and easily. Collecting tax information this way ensures you have all you need before you start working on a tax return, making the whole process more efficient.
The efficiency continues with the approval process which can be easily managed with e-approvals. There is no need to jump from software package to software package. As letters of engagement, tax returns or final accounts are completed they can be shared with the clients at the push of a button for single or multiple client approval. This smooth workflow leads to significant efficiency gains.
IRIS OpenSpace can be fully branded with your practice logo and colour scheme and incorporated into your practice website allowing your existing clients access via a secure login. It’s also possible to setup a customised enquiry form on your website to allow new customers to submit an enquiry directly via IRIS OpenSpace.
Simpler, smoother workflows
IRIS OpenSpace is a simple yet powerful cloud-based product that directly integrates with our desktop products IRIS, PTP and Keytime. Practices can upload documents directly to the client portal as part of a regular workflow. The integrated nature simplifies the workflows in a practice delivering tremendous productivity gains while the e-approval function makes the whole process as efficient as possible.
With simpler workflows, greater efficiency and improved client interaction IRIS OpenSpace is an essential way to improve practice effectiveness.