Serve & Advise 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.

New digital accounting tools are helping accountants to increase their productivity and improve accuracy of results when meeting client’s regulatory obligations. 


To grow business and deliver new services, accountants need to unlock client and practice data to provide client advisory services and generate new business opportunities.

 


Serving clients

Clients rely on Accountants to meet recurring regulatory obligations such as record-keeping, quarterly VAT and monthly payroll. IRIS cuts the hassle attached to these tasks through offering products including: 

  • IRIS Snap - Simplified record-keeping for small businesses
  • KashFlow - Award winning online bookkeeping 


Advising clients

Advising clients how they can better manage their wealth and assisting in key business decisions broadens the appeal of an Accountant’s services and can spark new revenue streams and opportunities. IRIS Analytics helps Accountants to discover which clients are suitable for new services and boosts the accuracy and efficiency of customer audits.

  • IRIS Insight - Next generation forecasting
  • IRIS AI - Greater efficiencies in the Audit process
  • IRIS CRM - Improve client relationships

 


 

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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