IRIS Practice Management
Improve efficiency practice-wide and gain back precious time
There’s a lot to consider when it comes to running an accountancy practice, from keeping track of work to storing client data to managing resources across the practice.
With our accountancy practice management software, you can tackle all these challenges and find new ways to work faster and more efficiently.
Gain complete oversight of every task practice-wide – plus, use software features to reduce manual admin and plan for future growth.
Complete task management
Get on the same page practice-wide
Log into your CRM to effectively manage tasks across your practice and keep everyone on the same page.
- Get a complete overview of jobs, tasks, and clients via your customisable CRM dashboard
- Set up one-off or recurring tasks and categories by client, job ID, WIP status, priority level, and more
- View tasks assigned to you or your colleagues or review client records for progress updates
Automated workflows
Set up automated actions to save your practice time
Improve how you work and save time using IRIS Practice Management’s automation features, which allow you to:
- Create recurring tasks that repeat automatically, e.g. a payroll-related task that re-generates every month
- Break jobs down into stages which can be auto-completed based on actions taking place in other IRIS accountancy solutions
- Link regular stages with documents (e.g. year-end reminder letter) and auto-populate with relevant data and client details
How can IRIS Practice Management support you?
-
Improved task management
Use the intuitive CRM to gain a complete overview of tasks across your practice – plus, set up one-off or repeat tasks, map out ideal workflows, assign jobs, and more.
-
Save time with technology
Automate back office tasks, spot when tasks have stalled so you can unclog workflows, and find customer documents in seconds – all from a single location.
-
Integrated for greater ease
Connect IRIS Practice Management with other modules or IRIS accountancy solutions to share data seamlessly across your system, saving you time and improving productivity.
-
Communicate with clients
Use the software to send regular automated emails at pre-set times (e.g. an end-of-year reminder email) and pull in relevant client data automatically.
-
Convenient and user-friendly
Designed for easy and intuitive use, the software lets you view and manage every task across your practice from one main interface.
-
Safe, centralised data storage
IRIS Practice Management is a centralised hub for storing and sharing all of your client data. Keep important files at your fingertips and stored safely.
Book a demo
Interested in learning more about IRIS Practice Management , or want to book a free demo?
Submit your details via the contact form and we’ll be in touch shortly to discuss your needs.
Frequently asked questions (FAQs)
Learn more about our services, how we support clients, and those all-important details.
-
While IRIS Practice Management is an integrated part of the IRIS Accountancy Suite, you can use the Practice Management module as a standalone solution. You do not need to purchase and use the full suite to use the Practice Management module.
IRIS Accountancy Suite is a comprehensive yet flexible accountancy solution, allowing you to pick and choose from a wide range of accountancy modules to meet your unique needs.
If you’d like to learn more about IRIS Accountancy Suite, get in touch via this contact form and one of our expert advisors will be in touch shortly.
-
IRIS Practice Management is part of the IRIS Accountancy Suite; a complete solution made with accountants in mind.
As such, IRIS Practice Management works seamlessly with IRIS Accountancy Suite modules like:
- IRIS Accounts Production
- IRIS Business Tax
- IRIS Personal Tax
- IRIS OpenSpace
- IRIS Time and Fees
- IRIS Company Secretarial
- And more.
To learn more, view the complete list of IRIS Accountancy Suite modules.
-
As an integrated part of IRIS Accountancy Suite, IRIS Practice Management is available as either a self-hosted desktop solution or you can begin your transition to the cloud by hosting it with IRIS Anywhere.
This gives you the flexibility to choose which type of access option best suits the needs of your practice.
-
IRIS Practice Management includes a variety of functions that can be customised to suit your practice and the ways you like to work.
Some of the features and functions you can customise include:
- Access controls (dictating which users can do what)
- Pre-set workflows and associated automation
- Emails to clients
- Templates for services, jobs, and tasks (and who they’re typically assigned to)
- Templates for job proposals and client onboarding
- Notifications and alerts, e.g. to spotlight upcoming deadlines.
-
To purchase IRIS Practice Management, please fill in the contact form on this page to arrange to book a demo of the product.
Once you’ve submitted your details, our helpful team of product experts will be able to advise you on how to set up the demo – or, if you’d prefer to skip the demo, how to purchase the software.
-
Whether you need technical support or guidance on how to make the most of IRIS Practice Management, there is help available.
Current customers and users can visit the IRIS Practice Management Help Centre for a wealth of information on how to use the software, including comprehensive FAQs and user guides.
Simply email support@iris.co.uk to submit an enquiry or call 0344 815 5555 to be connected to our software support team.
Related Products
-
Take control of your practice with cloud-based software
Manage your practice from anywhere with this cloud-based solution. Manage workflows in your CRM, monitor tasks, and rely on secure document management.
Learn more -
Onboard new clients safely by ensuring AML compliance
Keep your practice safe from anti-money laundering threats; run AML checks, create KYC checklists, and complete firm-wide risk assessments to ensure compliance.
Learn more -
Make the most of every billable hour of business
IRIS Time and Fees is a powerful tool for monitoring work in progress.
Record all time and expenses with ease, ensure every billable hour is captured, and improve how you collect fees from clients.
-
Handle essential accountancy admin – for you and your clients
Take care of all secretarial duties faster and with less fuss – and support your clients with the same service to ensure they can stay compliant and avoid significant late filing penalties.
Learn more -
Prepare client accounts in record time
Generate accurate client accounts in minutes with IRIS Accounts Production and ensure compliance with the latest UK GAAP and IFRS reporting requirements.
-
Secure document sharing and electronic approval
Upload and share accountancy documents with your clients and facilitate quick and convenient electronic approval.
Connect with your clients and improve your accounting practice’s workflow with IRIS OpenSpace.
-
File accurate, compliant business tax returns faster than ever
Complete tax returns for limited companies, partnerships and sole traders with ease.
Cut down on manual data entry, ensure compliance, and rely on a 98% acceptance rate when filing to HMRC.
-
Stay ahead of the curve with compliant personal tax filing
HMRC-recognised personal tax accountancy software helping you comply 100% with Making Tax Digital (MTD) requirements, from self-assessment tax returns to P11Ds.
Want to find out more?
Get in touch with our team
