Attract & Manage clients

Ready to bring your accounts production in-house? You’re not alone.
Many businesses, like yours, are increasing control and visibility of their accounts preparation 
and benefiting from the cost savings that internal accounts production can bring.
Helping in-house finance departments to effectively manage their
accounts, tax, iXBRL, company administration and management reporting.

Digital transformation of the industry is driving accountants to adopt new channels and tools to win and retain clients as well as deliver new services.

 

Increasing client expectations and high professional standards of accountants demand a frictionless experience of bringing on board new clients and efficient service delivery.

 


 

 

Attract

As the accounting landscape shifts, it’s vital for Accountants to find fresh ways to attract and retain clients by taking advantage of the digital tools available. IRIS provides a range of solutions to transform how you engage and connect with prospects and clients, including:  


 Manage

Accountants want to seamlessly bring on board new clients, but they face challenges from rules such as GDPR and Anti-money laundering. IRIS has a range of solutions to help smooth the way to help you comply. Our tools such as IRIS Snap and Accountant Go enable you to manage clients on an ongoing basis more efficiently.

 


 

Today, the accountancy sector is undergoing unprecedented change that will last for a decade at least. Key challenges are:

 

  • Increased regulatory burden: The pace and depth of new legislation demands more form practices - including Brexit, MTD, FRS, AML, GDPR.
  • Workforce: Staff demands for greater work/life balance and a lack of available talent require a different approach to delivering services.
  • Technology: The growth in client, practice and industry data, combined with ubiquitous access via mobile, cloud and on-premises software, create new opportunities to change your practice.
  • Running a practice: Competition and client expectations are driving the need for more value-added services, while creating pressure on fees and the quality of existing services.


Practices must address these challenges if they are to prosper and thrive in the digital economy in coming years. Below, we’ll look at the key processes required to do so:




The IRIS advantage includes:

A strategic partner for your practice
Seamless integration of data and workflow
Applications to improve the efficiency of your practice
Open connectivity to leading online bookkeeping solutions
Client collaboration adding value to client relationships

     

     



    “Hats off to IRIS; they invest in keeping their software and services relevant to accountants like me, who are carving out a niche in a highly competitive field.”

    Claire Georghiades, Accounts Resource

     

     

     


    “We’re on a mission and are excited about the digital transformation. IRIS products are designed in and for the digital age, in a way that our previous practice software couldn’t begin to match"

    Richard Platt, Grainger + Platt

 

 


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