Onboard like clockwork
Want to spend less with fewer suppliers and automate onboarding from one place? Deliver smooth client service from audit-proof onboarding to compliance, with even less rekeying of data.
- Exceptional client experience
- Increased automation
- Audit-ready operations
Get 50% off until the 31st of October on our onboarding bundle
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.
Terms and Conditions
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50% Discounting only applicable for the first 12 months of contract, paid monthly, thereafter contract reverts to list pricing.
Onboarding Offer: 50% Discounting is only applicable to purchase of at least 3 of the following products: IRIS Elements Practice Management Professional, IRIS Elements Practice Management Essentials, IRIS Elements AML subscription only and IRIS Elements Proposal Manager.
Subject to standard annual percentage increase in each year of contract.
Application of discount only applicable to purchase of full bundle
Discount will be removed for any alteration of bundle after purchase and cannot be transferred to any other order or purchase you have with us.
50% discount that applies only for Elements Products expires 31st Oct 2024 at 5pm
