IRIS Elements
It’s here! The first ever end-to-end cloud accounting solution – one platform, one experience, one shared customer record.
From bookkeepers and sole practitioners to large accountancy practices, Elements offers unique flexibility, scale and powerful automation.
Leaving you to focus on your customer and growing your practice.
The cloud accountancy solution for every practice
IRIS Elements supports and automates proposal management, practice-wide AML compliance, client ID checks, filing of tax and accounts, CRM and practice management.
You choose which modules you need, pay for what you use, and add more when you need them. So even the smallest practice gets access to proven, market-leading technology. A simple, affordable way to build your business.
IRIS Elements for
Start Ups, Small Practices & Bookkeepers
Designed for you
Intuitive design, automation to do the hard work, integrated MTD-ready software, all in one place
Comprehensive scope
From attracting to advising clients, supports you from start to finish
Peace of mind
Enterprise level security at an affordable price
Take a trial now
Of IRIS Elements Proposal Manager, AML, Tax & Accounts, and Practice Management.
IRIS Elements for
Medium & Large
Practices
Designed for you
A powerful platform built to scale for even the largest firm
Comprehensive scope
The Elements platform will keep expanding with each release to support medium and larger practices
Peace of mind
Enterprise level security you need and expect
Take a trial now
Of IRIS Elements Proposal Manager and IRIS Elements AML – ideal for practices of your size
IRIS Elements for
Existing customers of IRIS Accountancy software
Designed for you
With a clear path to let you adopt Elements that’s right for you
Comprehensive scope
IRIS Accountancy Suite, Senta, Taxfiler, Keytime, PTP customers: find out more details
Peace of mind
The enterprise level security you expect from IRIS
Take a trial now
Of IRIS Elements Proposal Manager and IRIS Elements AML to start your Elements journey.
Why IRIS Elements?
If saving time on compliance, increasing productivity, spending more time advising clients and growing your practice are important to you, then IRIS Elements is the innovative cloud accounting solution to meet that challenge.
From attracting new clients to onboarding them safely, filing tax returns to preparing accounts and managing workflows, IRIS Elements has everything you need, all under one roof.
Delivering simple, scalable, secure cloud accounting, IRIS Elements helps you manage your work whilst supporting your work-life balance, letting you operate from anywhere, on any device.
No more worries about multiple client records increasing errors and duplication – just one client record shared across your whole business. One cloud accountancy platform, with one intuitive user experience designed to reduce the effort and increase your productivity.
Our latest Elements release delivers an end-to-end solution for any start-up, sole practitioner or smaller practices – with exciting options for medium to larger practices now and more to come in future releases.
IRIS Elements Proposal Manager
Create consistent quotes and proposals quickly and efficiently across the firm.
IRIS Elements AML
An easy-to-use compliance solution for any practice, ensuring peace of mind from onboarding clients onwards.
IRIS Elements Tax & Accounts
MTD-ready cloud tax and accounting solution, simplifying the business of tax.
IRIS Elements Practice Management
Intuitive practice management and CRM with highly customisable workflows and automated client comms.
IRIS Elements: Official Supporter of Accountants
- Compliance that is right first time, every time with HMRC acceptance rates of over 99% – why would you choose anything less? Bringing MTD-ready compliance solutions reflecting the latest regulations before anyone else. Stay one step ahead.
- Built on the principles of IRIS’s award-winning practice management software to be an extra pair of hands with notifications, workflows, insights and monitoring. Using automation to drive mundane tasks, supporting your productivity.
- Giving you the time and tools to develop new services to support your client business with IRIS Elements Financial Performance Review and features to help planning such as IRIS Elements SmartTax.
- Scalable and secure cloud accounting to support the growth of your practice. Elements scales as you grow, at your own pace.
- A fresh and inviting user experience that just makes sense – Elements represents the future of accountancy software, meeting the expectations of the talent you want to attract and retain.
ATTRACT: IRIS Elements Proposal Manager
An integrated way to consistently create, manage and track customer proposals.
- Simply explain your services, costs and value to clients from day one
- Remove ambiguity and create transparency of your pricing to kick off client relationships in the right way
- Fully track sign-off with a full audit trail. Proposals and approvals saved directly to client records.
ONBOARD: IRIS Elements AML
IRIS Elements AML supports your firm’s needs to comply with all the latest AML regulations simply and efficiently. It provides everything you need to onboard new clients with confidence.
- A personalised dashboard to give you a real time view of the status of checks
- Suspicious activity reports (SARs)
- Know your customer (KYC) assessments
- Risk assessments with UK and international ID checks & risk profiles.
MANAGE: IRIS Elements Practice Management
IRIS Elements Practice Management helps accountants automate and organise their work, leaving more time to deliver a great service and grow your practice.
- Simplifies workloads through automated & flexible workflows that are easy to configure to fit any and every firm
- Automated reminders for staff and clients
- A fully integrated CRM delivers automated texts / emails (not attachments) to clients
- Reduces data and workflow duplication through third party data integrations.
FILE: IRIS Elements Tax & Accounts
IRIS Elements Tax & Accounts offers a flexible, affordable and scalable solution for start ups, sole practitioners and smaller practices.
- File accounts and tax returns direct to Companies House and HMRC
- All compliance modules within one product – seamlessly integrated to all products in the Elements platform via one shared client list
- Easy-to-use, fast, efficient, flexible.
IRIS Elements: end-to-end cloud accounting. One platform, one experience, one shared customer record across your practice.
Why choose IRIS Elements?
Flexible
An end-to-end accounting platform to keep you seamlessly connected, that scales with your business and supports your work life balance by working from anywhere.
Automation
Automated workflows and alerts/reminders to create efficiencies and free up your time to spend more advising your clients.
Simple
Intuitive and user-friendly design to make adoption for you and your practice members a straightforward experience.
Compliance
With over 40 years of experience in developing compliance software and engaging with HMRC, who better to trust with your practices’ compliance needs.
“IRIS Elements Financial Performance Review has been monumental to be honest. It’s a way of translating between the jargon that accountants use versus what the clients understand. It’s been significant in delivering the figures in a better way and helping clients to understand it. Being able to use graphs and charts is a much easier way to show this information, I think clients really appreciate that. It’s not just, here’s a set of numbers and words on a piece of paper, we visualise it and explain. It’s much easier for them to understand their business and what’s gone on and I think as a result you get much more buy in from the client. “
IRIS Elements SmartTax
“I do like SmartTax – I can see the effect any changes to a tax return has on my client’s tax liability straight away as I update it. It’s only a small time-saver per return, but when you do lots of returns it makes a real difference “
IRIS Elements AML
“Elements is such an easy system to use the ID checks are quick and easy to use. Using both ID checks and risk assessments, you can make an informed decision on the client’s risk. Everything is self-explanatory and user friendly. The elements team are very friendly and quick at responding if I have any queries. “
IRIS Elements SmartTax
“The biggest benefit for us at the moment is Elements Smartax. It’s a very slick, efficient piece of software and looks really professional in client meetings. Where previously we might have had to click through and wait for the software to load, now the information is all available in real time, which looks great. It’s also a huge time-saver for us back in the office. It’s a brilliant tool and we’d definitely recommend it. “
IRIS Elements SmartTax
“Ultimately, Elements is a fantastic time-saver for our Practice. When we need figures quickly, which we always do, Smartax is the tool that makes that possible. “
FAQs
There’s a two-way data synchronisation between the two which means that your existing client list in IAS is available in IRIS Elements. Any changes you make will be present in both systems.
It depends on what IRIS products you’re using now, and which you’d like to use. All the pricing can be found on the website. Our pricing promise for existing customers means that for the same product and parity features there will be not cost increase. You only pay for new products and additional services.
Keytime will continue to function as usual. In the future, you may wish to move over to IRIS Elements. You can do this at your own pace, and we will support you to do this.
PTP will continue to function as usual. In the future, you may wish to move over to IRIS Elements. You can do this at your own pace, and we will support you to do this.
Senta functionality has been developed and incorporated into IRIS Elements and is now known as IRIS Elements Practice Management. There are no imminent changes for you as an existing customer. You are welcome to move across to IRIS Elements Practice Management from the end of the year (at no extra cost) so you can take advantage of new features, integrations and a single client database for all your IRIS Elements apps. A data migration tool will be made available to easily move your client data, workflows, additional fields, forms and everything that you have customised, so you don’t lose anything.
You do not have to move across if you prefer to remain with your existing product. There are no price rises or changes to the Ts & Cs planned and access remains the same. The product is NOT being discontinued and there are no plans to do so in the foreseeable future.
Taxfiler functionality has been developed and incorporated into IRIS Elements and is now known as IRIS Elements Tax & Accounts. There are no imminent changes for you as an existing customer. You are welcome to move across to IRIS Elements Tax & Accounts from the end of the year (at no extra cost) so you can take advantage of new features, integrations and a single client database for all your apps. A data migration tool will be made available to easily move your client data so you don’t lose anything.
You do not have to move across if you prefer to remain with your existing product. There are no price rises or changes to the Ts & Cs planned and access remains the same. The product is NOT being discontinued and there are no plans to do so in the foreseeable future.
For customers new to IRIS, it’s a straightforward upload from a CSV file. If you’re an existing IRIS Accountancy Suite customer, you can synchronise your client contact data with IRIS Elements. There are plenty of help guides to get you started here
If you have IRIS Elements Practice Management, you can store as many documents as you need. There are no limits to the storage available. You can then share with clients and search all available documents as required. Clients can also share their incoming documents with you via the client portal.
SSL certificates, with the latest cipher configurations, ensure that your data, and your clients’ data, is protected in transit. 2FA (two-factor authentication) comes as standard.
You can take out a 30 day free trial for IRIS Elements Tax and Accounts or IRIS Elements Practice Management. You don’t need to hand over your credit card details and there is no obligation to buy. Please note that different there are different trials depending on the product.
Absolutely. We have a dedicated help centre to help you get up and running as quickly as possible. Or you can hop on a screen share with one of the dedicated team.
Join our community
Help design the future of IRIS Elements.
Get involved in our regular user testing sessions, working with our user experience team to define and build the future of IRIS Elements.
