IRIS Elements Practice Management

Organise and automate
your practice

Intuitive practice management software
with integrated CRM, email and text

From £28 per month

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

Software that’s as individual as you are

Customise your dashboard, services, job lists, tasks, and client portal for a software solution that truly serves your firm.

Your clients also benefit, with the in-built document exchange which allows you to securely share and store client documents.

Intuitive CRM

  • Automate emails to request information, approvals, and signoffs, so you don’t miss a deadline.
  • Create bulk email updates and send to segmented client list.
  • View your client information and communications in one place.
  • See your clients’ real-time financial data directly from their client record.
Practice Management
Practice Management

Manage your workflows & tasks

  • Set up one-off or repeat jobs for VAT, accounts, and other services.
  • Assign tasks to the right people and easily customise to your practice needs by adding or changing services, jobs and tasks.
  • A single practice view, filterable by date, job, client, and more.
  • Notifications and alerts can be triggered from your customised task lists to remind you of upcoming deadlines and overdue tasks.

Secure document management

  • The entire Elements Platform, including the Client Portal, is built to the most current ‘secure by design’ standards and is continually reviewed and updated by IRIS security architects
  • All connections to the Elements Platform, and Client Portal, are encrypted using the most current SSL and TLS standards to ensure your practice and client data is protected.
  • Collaborative working from multiple locations is straightforward and secure – enabling you and your team to work remotely.
  • One secure place for your clients’ confidential or sensitive documents.
Practice Management
Practice Management

Intelligent dashboard

  • View all your ongoing work across your practice via the IRIS Elements dashboard.
  • A simple, at a glance view of the status of jobs, tasks, AML checks, proposals and tax filing.

Key integrations

  • Xero: Import client data and connect with your clients’ Xero accounts to access live financial data.
  • Companies House: Pull client data directly from CH, with accurate and the most current information on businesses, directors, ownership structure, and key filing dates.
  • Capitalise: Elements customers can view and track the most up to date credit health of their clients, including insights from Experian, and where appropriate connect them to lenders with funding options.
Practice Management


IRIS Elements Practice Management is available from £28 per user, per month and there’s a 20% reduction for annual payments and discounts for additional users.

And that’s it. No hidden extras, storage limits, or per-module charges.

It’s a simple flat fee – with free access for your clients and automatic updates.

Number of users Monthly payment (per user)
1 £35.00
2-4 £33.00
5-9 £31.00
10-19 £28.00
20-49 £25.00
50-99 £23.00
100-199 £21.00
200-499 £19.00
500 £16.00

Free Trial

Number of users Annual payment
(per user)
1 £28.00
2-4 £26.40
5-9 £24.80
10-19 £22.40
20-49 £20.00
50-99 £18.40
100-199 £16.80
200-499 £15.20
500 £12.80

Free Trial

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 Practice Management

    Add a prospect

  2. IRIS Elements AML

    Check risk profile
    Perform checks

  3. IRIS Elements Proposal Manager

    Create a proposal
    Send engagement letter

  4. Approval

    Prospect accepts proposal

  5. IRIS Elements Practice Management

    Convert to client
    Provision services
    Notify relevant staff
    Initiate workflow

Why choose IRIS Elements Practice Management software

  • Cloud

    Intuitive CRM

    Everything you need to manage your customer relationships via email and SMS.

  • Workflows

    Customisable workflows

    Manage the work in your practice the way it suits you.

  • Document

    Secure client portal

    Share and store confidential documents with your clients via this accessible, easy-to-use and secure Client Portal.

See what our customers are saying

Person on laptop

IRIS Elements Practice Management

Start your free 30 day trial today, no card details required

Free trial


It’s easy! After completing a few essential set-up and integration steps, you’ll be ready to go on day one. There’s a clear step-by-step guide to get you started and we’re always available to answer any questions. Read more about onboarding

Take a look at our video here or sign up for a free no obligation trial here

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.

We take data security seriously. SSL certificates, with the latest cipher configurations, ensure that your data, and your clients’ data, is protected in transit.

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.