Our Onboarding Bundle consists of:
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IRIS Elements AML
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IRIS Elements Practice Management
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IRIS Elements Proposal Manager
Proposal Manager
Electronic, tracked proposals & compliant engagement letters
- User permissions by role
- Adjustable proposals accepted in a click
- Letters of Engagement
AML
Firm wide compliance
Minimise non-chargable AML time
- ID, Credit & HR checks
- Graded risk-assessments & reminders
- KYC & P&P templates
Practice Management
Track teamwork and
Client communications
- Assign staff work & track job progress
- Automate client info chasers
- Filter and send bulk emails, or texts
Time & Fees
Integrate time with practice management
- Track staff timesheets
- Bill clients & assess profitability
- Create and edit word doc in-tool
One CRM/ home
Auto-update across the suite
Fewer human error and checks
- One client list to search and find info
- One overview of jobs & tasks
- eSignatures & eApprovals
Exclusive resources
Guide
Delivering a first-class client onboarding experience
Accountants and bookkeepers can’t afford to slip up with client onboarding – that’s why the right onboarding software makes such an impact. Read our onboarding guide – exclusively for accountants and bookkeepers.
Guide
Anti-Money Laundering for Accountants - Protecting Your Firm Against Dirty Money
Our handy guide breaks down everything you need to know about AML, offering a one-stop-shop resource. Read our free guide now and eliminate the stress of AML!
Guide
Cloud Practice Management Software 101
Efficiently managing workflows and tasks is vital, which is why good cloud-based practice management software must be a priority. Our handy cloud practice management software guide walks you through the fundamentals of cloud-based solutions.
