IRIS Elements Practice Management
Organise and automate
your practice
Intuitive practice management software
with integrated CRM, email and text
From £25.60 per month
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.
What’s Included?
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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.
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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.
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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.
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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.
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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.
Pricing
IRIS Elements Practice Management is available from £25.60 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 | £32.00 |
| 2-4 | £30.00 |
| 5-9 | £28.00 |
| 10-19 | £26.00 |
| 20-49 | £23.00 |
| 50-99 | £21.00 |
| 100-199 | £19.00 |
| 200-499 | £17.00 |
| 500 | £14.00 |
| Number of users | Annual payment (per user) |
|---|---|
| 1 | £25.60 |
| 2-4 | £24.00 |
| 5-9 | £22.40 |
| 10-19 | £20.80 |
| 20-49 | £18.40 |
| 50-99 | £16.80 |
| 100-199 | £15.20 |
| 200-499 | £13.60 |
| 500 | £11.20 |
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.
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IRIS Elements Practice Management
Add a prospect
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IRIS Elements AML
Check risk profile
Perform checks -
IRIS Elements Proposal Manager
Create a proposal
Send engagement letter -
Approval
Prospect accepts proposal
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IRIS Elements Practice Management
Convert to client
Provision services
Notify relevant staff
Initiate workflow
Why choose IRIS Elements Practice Management software
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Intuitive CRM
Everything you need to manage your customer relationships via email and SMS.
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Customisable workflows
Manage the work in your practice the way it suits you.
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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
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.”
R Vann Limited
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”
Crack-A-Tax
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.”
Bob Jones & Son Accountants
IRIS Elements Practice Management
Start your free 30 day trial today, no card details required
FAQs
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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
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Absolutely. You can customise forms, jobs, services and admin functions to suit how you like to work.
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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.
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We take data security seriously. SSL certificates, with the latest cipher configurations, ensure that your data, and your clients’ data, is protected in transit.
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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.
