Practice management

IRIS AutoMail

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Client communication is a central component of maintaining client relationships. Ensuring that communication is appropriate for the client, consistent and efficient is guaranteed with IRIS AutoMail.

IRIS AutoMail will save you time and reduce the dependence on dedicated clerical staff with over 50 standard Microsoft Word templates included and the ability to customize and create additional templates.

Letters are automatically created and populated with clients’ details whenever particular events occur, for example when a tax return is printed it triggers IRIS AutoMail to create an associated covering letter.

 

Key features:

  • Save time creating a personalised, professional response to your clients with automated correspondence drawing on data stored in the centralised IRIS database

  • Flexibility to create your own letters or use the 50 standard letter templates provided

  • Setting triggers at suitable job stages ensures letters are created and automatically populated with the appropriate details, ready for review and personalisation

  • Quickly tailor communications with the right content, graphics, signatures and attachments

  • Post or email - correspondence can be printed or automatically sent straight out via email at the touch of button

  • Targeted mailings via IRIS data mining that lets you select clients with relevant information

  • Automated storage for fast access to client information - all correspondence created is electronically stored against the relevant account

Key benefits:

Seamless integration

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.

Save time through efficiency

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.

Connect with clients

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.

Complete solution

Remove time wasting complexities of moving and rekeying data from one product to another with our integrated end-to-end solutions.


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