Accountants in practice

Practice management


Ensuring productivity and efficiency within an accountancy practice is no easy feat. You need to keep abreast of all activities within the practice, without slowing down the workflow.

The IRIS Practice Management suite is precise and efficient software that is truly integrated to enhance the productivity of even the most successful accountant or practice. It gives instant views into the practice’s performance whilst making back office tasks simple and automatic.

The IRIS difference

Seamless integration
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Increase productivity and save time with our true-integration of products built around a centralised database. This means no re-keying of data, reducing errors and ensuring that your information is more accurate.

Connect with clients
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Work closer and more intuitively with your clients through unique integration across our cloud and desktop solutions that enable superior client collaboration and gives added value to all your client relationships.

Save time through efficiency
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With 34 years’ experience, our products have been designed with you in mind for simple navigation, comprehensive features and integrated data. All this means that our users save an average of 22 hours per person, per month by using IRIS.

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 next year
  • Builds practice intelligence on job completion 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

  • Automatically store your practice files in the market-leading document management solution
  • Specifically designed for accountants, makes going paperless a reality

Overview – key features

  • Enables all regulated firms to fully comply with UK anti money laundering (AML) regulations
  • Stores all relevant details of all your clients
  • Instant electronic ID checks with no set up costs


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
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