IRIS Docs makes going paperless a reality. You can say goodbye to clutter and shred those boxes of papers. Designed for accountants in practice and corporate finance departments, it gives you all your documents, correspondence and emails, in one secure place – available all the time, from any location. 

  • Save time and money by automatically storing and retrieving all practice documents 
  • Capture all outputs and emails from your IRIS software 
  • Cut the clutter and free up office space to boost efficiency 
  • Seamless flow of documents via full integration with IRIS Practice Management, Accountancy Suite and OpenSpace  
  • Get a comprehensive audit trail to ensure compliance 

 



The Challenge

You may feel like you’re drowning in a sea of papers, unable to retrieve the right documents when you need them. And you know that failing to quickly find and share electronic copies of the document badly disrupts information flow. Then, there’s the cost of misfiling and outright document loss. There’s no doubt that heavy reliance on paper documents harms productivity not to mention the tools you need to file, save and easily retrieve your documents. 

The Solution

IRIS Docs enables you to cut clutter, save time and makes losing paperwork a thing of the past. It allows you to automatically store and retrieve all your documents, whether it’s a set of Final Accounts, a tax return or client correspondence. Capture every email and all outputs from your IRIS software. File documents against the correct activity, for example, accounts, tax, payroll and general correspondence. 


Benefits of IRIS Docs 

IRIS Docs is a comprehensive document management product that is fully integrated with IRIS Practice Management, which helps ensure seamless document flow. It streamlines the way practices manage their documents and increases the productivity by working across the whole IRIS Accountancy Suite and OpenSpace.  

 

Improved efficiency 

Slash time wasted on hunting for electronic copies - retrieve documents at the touch of a button. Solve the problem of unstructured document storage and inefficient information flow that can result in lost documents. Create an efficient archive for structured documents to give you easy access.   

                                                             



Compliance and security

A comprehensive audit trail is always available to ensure compliance. Eliminate the risk of losing important documents by ensuring that they are securely stored. Capture all your incoming emails and file them automatically using Email Manager module.  


Reduce costs

The cost of storing paper documents can be significant. Not just the physical storage space but the cost of the paper, the printing and the filing. Add to this the cost of searching and retrieving paper documents. IRIS Docs eliminate virtually all these costs by storing the documents electronically. 

                                                      


IRIS OpenSpace helps you work closer and more intuitively with your clients. 
You can upload, store and approve documents online. It's in 'The Cloud' so it's always accessible from any location, 
and it's fully integrated into the IRIS Accountancy Suite making it quick and easy to use.
You can store as much as you like, for as long as you like. 
If you are a UK based accountancy business we will even give you 1GB of free storage to get you started.
Additional space can easily be purchased from as little as £5 per GB per month or get a 15% discount 
for an annual subscription to 10GB by clicking the web store link above.

IRIS Docs provides instant solutions for:

  • Partners looking to have a system that will help move towards a paperless office 
  • Storing all documents in one place, easily accessible by staff members 
  • Automatically storing and retrieving all your accountancy documents, whether it’s a set of Final Accounts, a tax return or client correspondence 
  • Accessing all your files, at any time wherever you are in the world 
  • Practices looking to ensure compliance by having a comprehensive audit trail that’s always available  
  • Accountants wanting a greener practice and minimal paper use, printing and filing 
  • Firms lacking storage space who want to cut clutter 
  • Capturing every email and all outputs from your IRIS software via IRIS Accountancy Suite integration 

 


 

Testimonials

Unlike paper storage, electronic storage is very cheap. We save several hundred pounds a year on storing documents off-site, as well as freeing up space in the office..” Read More               Myers & Co


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