IRIS Elements Cashbook
Help your sole trader
clients with a simple
bookkeeping tool
Live data on an easy-to-digest dashboard
Free with selected IRIS products
Who can get IRIS Elements Cashbook?
IRIS Elements Cashbook is an easy-to-use bookkeeping tool for sole traders that includes our market-leading invoice payment solution, IRIS Pay.
If your practice subscribes to any of the following products, you can offer IRIS Elements Cashbook to your sole trader clients – for FREE!
IRIS Elements Tax (any level)
IRIS Elements Accounts Product (any level)
IRIS Elements Tax and Accounts
IRIS Accountancy Suite – Personal Tax, Business Tax or Account Production (any level)
All you need is a FREE IRIS KashFlow Connect account. If you’re not already a user, sign up here. If you already have an account, find out how to invite your clients.
If you’re a small business looking for a bookkeeping tool, contact your accountant to ask if they’re eligible.
What can IRIS Elements Cashbook do for my clients?
We want you to have the tools you need to help your clients digitalise their bookkeeping.
IRIS Elements Cashbook includes simple customer and supplier management with the ability to send up to 300 customer or supplier invoices each year. With unlimited bank feeds, your clients will always know their current financial status.
Our market-leading invoice payment solution, IRIS Pay makes it easy for your clients to request and receive payments, even from their mobile phone.
What’s Included
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See a live data summary on the dashboard
The IRIS Cashbook dashboard shows your sole trader clients live information about their business so they can stay on top of their finances. In IRIS KashFlow Connect, you can control the widgets that are displayed and publish announcements to their dashboard – instant bulk communication with all of your clients!
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Maximise cashflow with smart invoices
Your clients can send online invoices to their customers in seconds and accept payments instantly with IRIS Pay.
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Save time with secure bank feeds
Your clients can set up automatic bank feeds to allow their bank transactions to automatically synchronise with IRIS Elements Cashbook making sure they don’t miss a thing.
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Everything you need for self-assessment returns
Access the figures required to complete Income Tax Self-Assessment tax returns pages SA100 and SA103.
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Seamless integration with IRIS Elements
You can export a trial balance from IRIS Elements Cashbook and import into any IRIS Elements Tax or Accounts Production product.
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Manage your IRIS Element Cashbook clients in one place
With your IRIS KashFlow Connect account you can give your clients access to IRIS Elements Cashbook and manage them all in one place. You can also apply your practice branding and choose which features you’d like your clients to see.
Why choose IRIS Elements Cashbook?
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Simple
An easy, step-by-step tool to help sole traders start the digital journey without needing another subscription.
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Free of Charge
Because we know you need it, we are offering this free as part of any IRIS Elements or IRIS Accountancy Suite Tax or Accounts Production licence.
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Time Saving
There is no better way to get ready for MTD ITSA, with integrations making it quicker to get paid and digitalise your future.
See what our customers are saying
IRIS Elements AML
“IRIS Elements is such an easy system to use; everything is self-explanatory and user-friendly. The ID checks are quick and easy, and by using both ID checks and risk assessments, you can make an informed decision on the client’s risk. The Elements team are very friendly and quick at responding if I have any queries.”
R Vann Limited
IRIS Elements
“IRIS Elements is really at the heart of our practice now. It’s one database for all our information, rather than multiple systems for us to update. We’ve removed the risk of error, moving data from one system to another, and we’re all working from the same place – no matter where we’re working from. We don’t have to worry about multiple client records increasing errors and duplication, we share one client record across the practice.”
Power Accountants Business and Tax Advisors Limited
Sign up to IRIS Elements Cashbook today
Exclusively available FREE of charge for our customers of IRIS Elements Tax and Accounts Production and IRIS Accountancy Suite
FAQs
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If you subscribe to any of the following products, YOU can!
- IRIS Elements Tax & Accounts
- IRIS Element Tax (any level)
- IRIS Elements Accounts Production (any level)
- IRIS Accountancy Suite (IRIS Personal Tax, IRIS Business Tax, IRIS Accounts Production)
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Getting your sole trader clients signed up to IRIS Elements Cashbook is easy. Log in to IRIS KashFlow Connect and follow the instructions here.
