Practice management

IRIS Practice Management


815 5550

IRIS Practice Management gives you an integrated view of all client data, relationships and activities. It works as the hub of your business to help you plan, manage, track and control staff, clients, jobs and communications by sharing the same single database as your IRIS Accountancy Suite.

IRIS Practice Management supports five major aspects of running a practice:

  1. Job planning

  2. Workflow

  3. Communication tracking

  4. Data mining

  5. Staff planning

Customers using IRIS Practice Management tell us they save an additional 2.5 hours per person per month.


Key features:

  • A centralised hub for storing and sharing all your client data, with workflow, tracking of all communications with clients, and powerful data mining

  • A real time, single, unified view of your clients and your practice

  • Improved efficiency

    • instant up-to-date client data

    • Documents are automatically stored against the client

    • Plan, allocate, track and monitor progress and workflow to ensure the best use of your resources

  • Targeted higher fee generating activity through analysis of jobs and customers to determine profitability and return on investment.

  • Integrated workflow ensures work progresses smoothly

  • Full anti-money laundering check and report

  • Includes IRIS Staff Planning

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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