2018

Easy for clients, easy for you - IRIS OpenSpace with eSignatures

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We surveyed you, our customers, last year asking for your opinions about IRIS OpenSpace. We asked what features you would like to see and eSignatures won the vote by a landslide (read more here).  So that’s exactly what we did and now you can benefit for all the following reasons. 

 

Why use electronic signatures?

Your client will receive an email notification which will take them straight into the document. It’s that simple. They will love the ability to easily review and sign from anywhere, on any device, be it their smartphone, tablet or computer.

For you, it saves all the hassle and time of arranging documents to be signed. You can scrap the costs of buying the paper, printing and postage. eSignature is seamlessly integrated with IRIS Suite Spring Release  

Why eSignatures are great

  • Saves you valuable time by streamlining client document review and signature into one simple step
  • Allows clients to add their signature by uploading it as an image, drawing on their touch device or typing it
  • Enables clients to sign using their computer or mobile devices such smartphones and tablets
  • Gives your customers the modern experience they expect via an easy to use web interface
  • You can request eSignatures from more than one person within a company
  • All fields except signature are pre-populated by IRIS OpenSpace, this prevents extra workload and improves accuracy
  • Gives a security certificate, applied once the document is signed
  • Seamlessly integrates with IRIS Suite and uses the same workflow as IRIS eApproval

See for yourselves by downloading the latest release and once you do, you’ll never turn back!

To view our video guide on adding an eSignature please Click Here

Or to learn more about the top benefits of using OpenSpace Click This Link

 

Traditional communications tools such as email and post have their limitations. Emails can often get buried in someone’s inbox and post adds significant delays to processes. What is required is a broad communications strategy where mobiles play a significant role. One where accountants and their clients communicate via mobile where appropriate and use other tools when required. 
Accountant Go is designed for accountants, to engage and communicate with clients as well as providing them with a single portal to access information and digital tools to help them succeed. The app provides a central branded place to put all IRIS products  for the accountant and clients. Accountant Go connects with the IRIS product portfolio such as IRIS Snap, IRIS OpenSpace, IRIS Suite, IRIS Insight and Kashflow.
Enhanced client communications
Client communication is essential and a range of technologies is required to ensure clients receive the message, in a timely way which works for them. For example a letter   may not be the most appropriate channel for mobile clients. The in-app messaging channel in Accountant Go allows practices to push notifications to clients reminding them of key events e.g the tax return deadline or to approve a document.
 
App messaging can form the cornerstone of marketing campaigns promoting additional services automatically with targeted messages released at regular intervals
Increased collaboration 
Work closely with clients to ensure they are fully aware of issues affecting their business but can also provide feedback on your practice. Accountant Go enables  practices to create and manage bespoke forms and surveys, host documents, share information and provide powerful calculators that work out the basic (e.g. Income Tax Individuals) to the highly complex (e.g. Pay-as-you-go withholding tax)
Connectivity to IRIS Portfolio
Accountant Go connects to a range of IRIS apps such as IRIS Snap, a powerful Receipt Management service that digitises receipts, IRIS OpenSpace delivering document sharing and e-approval, KashFlow cloud bookkeeping and IRIS Insight enabling you to provide advisory services like business planning, forecasting and ‘What-If’ preparation.
While the use of mobile devices reached record levels in 2017 it’s unlikely to fall back from here. Rather we will expect to see an increase in the number of business apps used. With an increasing number of millennials entering the workplace, mobile platforms for business communications will become the norm. Practices who chose to embrace this technological and demographic shift will find improved client engagement, greater efficiency with a faster turnaround of jobs and increased client satisfaction levels.   Traditional communications tools such as email and post have their limitations. Emails can often get buried in someone’s inbox and post adds significant delays to processes. What is required is a broad communications strategy where mobiles play a significant role. One where accountants and their clients communicate via mobile where appropriate and use other tools when required. Accountant Go is designed for accountants, to engage and communicate with clients as well as providing them with a single portal to access information and digital tools to help them succeed. The app provides a central branded place to put all IRIS products  for the accountant and clients. Accountant Go connects with the IRIS product portfolio such as IRIS Snap, IRIS OpenSpace, IRIS Suite, IRIS Insight and Kashf
Posted by
Michael Turner
10 May 2018
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