IRIS Elements Practice Management

Implementing our accountancy practice management software into your practice is quick and easy.

Because IRIS Elements is a cloud-based solution, there’s no need for on-site installation (or ongoing server maintenance). After completing a few essential set-up and integration steps, you’ll be ready to go almost immediately.

Don’t worry, you won’t be left to navigate your new system alone. Support from IRIS Elements specialists is available over in our Help Centre, alongside our clear step-by-step guide to using your IRIS Elements software.

You don’t need to be a current customer to explore the range of helpful resources available on the IRIS Elements Help Centre.

If you’d like to take IRIS Elements Practice Management for a spin, you can sign up for a free, no-obligation trial today.  

The trial will cover the Practice Management Essentials plan. Even if you’re interested in the Professional plan, the free trial is a good opportunity to try out the core functions of the software first-hand. 

For more information about the IRIS Elements platform as a whole, take a look at this video.  

The IRIS Elements Practice Management software is designed to be completely customisable to you and your practice. 

Some of the features and functions you can customise to suit your unique needs are: 

• Access controls and admin functions 

• Pre-set workflows (and any automation taking place) 

• Emails to clients (including when and what templated message)  

• Templates for job proposals and general onboarding 

• Services, jobs, and tasks (and who they’re assigned to) 

• Notifications and alerts, e.g. to spotlight upcoming deadlines. 

Yes, you can use IRIS Elements Practice Management to directly email and text your customers as and when you’d like. 

Alongside sending one-off ad-hoc messages (such as responding to a query they made in person), you can also automate emails and texts as part of a task within a job; for example, a templated email or text requesting documents for a standard KYC check. 

You can send texts (or SMS messages) to your clients via your Practice Management platform. 

The text messages come through to your client as being from a no-response number, so they cannot text back. Therefore, text messages are more suitable for reminders or “need to know” messages, rather than back-and-forth correspondence. 

There are no additional charges for sending text messages to clients via the IRIS Elements platform. 

We take data security seriously, meaning IRIS Elements Practice Management is designed to keep your customer data safe from being lost, stolen, or otherwise corrupted. 

Some of the security measures we have in place include: 

• Data encryption when submitting, amending or sending data through the platform or client portal 

• 2-step authentication to access the platform  

• Secure client portal where clients can submit data and documents safely 

• All data is transported with SSL certificates and the latest cipher configurations 

• Adjustable access controls to limit administrative rights. 

All products within the IRIS Elements platform – including Practice Management – can be fully integrated with the IRIS Accountancy Suite.  

There’s a two-way data synchronisation between all IRIS Elements and Accountancy Suite., meaning any changes you make to your client data will be automatically carried across both systems. 

IRIS Elements Smartask is an additional feature included in your IRIS Elements Practice Management Professional module/subscription.  

IRIS Elements Smartask is an intelligent workflow management tool with automatic job stage updates. That means that once you’ve completed a job (e.g. ensuring a tax return is compliant), Smartask updates itself accordingly – there’s no need to update manually.