IRIS Elements

Everything you need
to manage your practice

Driven by one client list with a dashboard
to understand everything that’s happening
practice wide

Cloud excellence award winner badge UK IT Industry Awards - 2023 Winner

Solutions to suit your changing needs

The IRIS Elements practice management tools enable you to quickly create client proposals with personalised branding, confidently meet AML obligations and automate timeconsuming admin and customer communications.

Choose the right products for you

Choose the solutions that suit your needs, pay for what you use, and add more when you want. 

IRIS Elements ensures even the smallest accountancy teams can take on the biggest tasks – such as proposal management, practice-wide AML compliance, client ID checks, filing tax and accounts, CRM and practice management. 

Why choose IRIS Elements Practice Management software?

  • Efficient

    Manage your practice with the help of automation, checklists, reminders, and intuitive workflows. Keep everything up-to-date by working from a single client list.

  • Flexible

    You’re in charge. Choose the modules you need, only pay for what you use and add more when you want. There are monthly payment options available too.

  • Trusted

    IRIS knows how accountants work and what they need to thrive – we’re chosen by 91 out of the Top 100 Accountancy Firms in the UK and have served the industry for more than four decades.

  • Integrated

    Integrate the IRIS Elements platform with Companies House, KashFlow, Xero, QuickBooks Online and Capitalise – and synch customer data from IRIS Accountancy Suite.

Effortless client onboarding

With IRIS Elements AML and Proposal Manager, client onboarding is quick, seamless and saves you about 3.5 hours per client. You can carry out AML checks and create proposals in minutes. Once your proposal is accepted, the engagement letter is generated and can be sent out to the client.

Save an additional 2.5 hours per employee per month by adopting IRIS Elements Practice Management. Initiate workflows and assign tasks with ease, and improve client communication with automatic emails and reminders.

  1. IRIS Elements AML

    Check risk profile
    Perform checks

  2. IRIS Elements Proposal Manager

    Create a proposal
    Send engagement letter

  3. Approval

    Prospect accepts proposal

  4. IRIS Elements Practice Management

    Convert to client
    Provision services
    Notify relevant staff
    Initiate workflow

A closer look…

  • IRIS Elements Proposal Manager

    Get cloud-based proposal software that keeps prospects engaged and easily sets out pricing and services. Clients can accept your offer with one click via email, updating your system instantly.

  • IRIS Elements Anti Money Laundering

    Meet all your AML obligations with UK, international and HR checks. Get the answers you need for your practice with our customisable ‘Know Your Customer’ checklist.

  • IRIS Elements Practice Management

    Use an intuitive management tool with integrated email, text messaging, customisable workflows and an easy-to-configure CRM. With one contact list, you’ll increase productivity without duplicating effort.

  • IRIS Elements Company Secretarial

    Create and submit to Companies House the most popular company secretarial forms, all in one place, while maintaining your client records.

  • IRIS Elements Company Formations

    Form companies with this intuitive wizard, integrated into the Elements platform enabling newly formed companies to be shown in the central client list.

  • IRIS Outsourcing

    Focus on your clients and the work that drives your practice real value by outsourcing the more administrative work to our specialists in Bookkeeping, Accounts and Payroll.

Proposal Manager

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For customers new to IRIS, it’s a straightforward upload from a CSV file – or you can add them one by one. 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.

There is an online Help Centre that will help get you up and running. You can also buy additional support package which include telephone support, and access to one-to-one training.

Absolutely. You can customise forms, jobs, services and admin functions to suit how you like to work.

Yes – you can send one-off ad hoc reminders or automate them as part of a task within a job. The text messages come from a no-response number and there are no additional charges for text messages.

There’s a two-way data synchronisation between all products on the IRIS Elements platform and IRIS Accountancy Suite. This means that any changes you make to your client data will be carried through to both systems.