IRIS Elements Proposal Manager
Attracting prospects couldn’t
be easier
Software to support your practice’s
growth and success
From £8 per proposal
Easily demonstrate your value to prospects
IRIS Elements Proposal Manager helps you in your bid to attract your prospects, keeping them engaged along the way and making it easy for them to accept your proposal. With a template approach and clearly defined ways to show your pricing and services, it will take away any confusion both for you and your practice.
What’s Included?
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Create, configure & manage proposals
- Build proposals that outline your service offering, with clearly defined outputs and pricing.
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Send proposals and receive acceptances
- Proposals are sent via email to the recipient. There is a link in the email to accept it.
- Users are notified of this by email and the status is changed within IPM.
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Define services
- Clearly define the services your practice can provide and how they are delivered.
Pricing
Create proposals on a pay as you go basis at just £8 per proposal.
Take a free trial and process 3 proposals free of charge.
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 Proposal Manager
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Flexible configuration
Build pricing models based on fixed prices, annual revenue, number ranges or variations with support for multiple VAT rate and billing intervals.
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Set expectations
Explain what you will, and more importantly, what you won’t do for your clients. On the client-side, set out what you expect from your clients in return – information they will provide, when they will provide it etc.
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Support pricing discussions
By being able to fully document what the practice will provide the client, it’s easier to demonstrate the value provided, which aids the pricing conversation.
See what our customers are saying
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
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 Proposal Manager
Start your free trial today, no card details required
FAQs
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On the same client list that would manage your existing clients but defined as prospects. One client list means there is a consistent approach across the IRIS Element platform to managing your client information. As there is only one client list, this avoids duplication.
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No problem, but should you wish to grow and find yourself in demand, IRIS Elements Proposal Manager does the heavy lifting for you with templates to follow.
