IRIS Practice Management

Learn more about IRIS Practice Management

IRIS Practice Management is a centralised hub for storing and sharing all your client data, with workflow, tracking of all communications with clients, and powerful data mining. Plan, allocate, track and monitor progress and workflow to ensure the best use of your resources. It helps you target higher fee-generating activity by analysing jobs and customers to determine profitability and return on investment.

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The Challenge

Accountancy practices need a way to store and maintain all client data in one place, and for it to be easily accessible when required. This includes the various associated documents generated throughout the customer lifecycle. Firms often lack tools that clearly outline the current status of jobs and workflows; they need a system that manages their work and ensures deadlines are met.

Effective solution to store and maintain client data and make it easily accessible
A real-time, single, unified view of your clients and your practice
Supports five major aspects of running a practice: job planning, workflow, communication tracking, data mining and staff planning
Customers say it saves an additional 2.5 hours per person per month
Get instant views into the practice’s performance and instant up-to-date client data

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IRIS Practice Management provides instant solutions for:

Accountancy firms lacking the ability to define detailed workflows for their jobs and track progress.

Streamlining core practice business processes.

Practices finding it difficult to monitor important deadlines for jobs and ensure job stages are completed on time.

Practices looking to manage their business more efficiently. Practice Reporting unlocks the information in the IRIS database, enabling users report on the things that matter most to the practice.

Benefits of IRIS Practice Management:

Insight

Provides instant views into the practice’s performance, solving a common problem for firms – the inability to see and track progress. You can actively manage workflows, jobs and tasks with a holistic overview; it’s easy for users to monitor important deadlines and ensure that job stages are completed on time.

Time Saver

Customers using IRIS Practice Management tell us they save an additional 2.5 hours per person per month. Automate back office tasks, manage workflows and quickly access customer documents – all from a single location. It provides quick access to client information from the IRIS database alongside data mining functionality.

Integration

Full integration with the IRIS Accountancy Suite provides efficiency and cost savings. Other solutions it’s integrated with in the suite include Accounts Production, Business Tax, Personal Tax and Staff Planning. It helps increase users’ productivity and ensures seamless process of managing the jobs workflows.

Centralised Hub

IRIS Practice Management is a centralised hub for storing and sharing all of your client data. It solves the problem of holding and maintaining this information and makes it easily accessible.

Book a demo of IRIS Practice Management

Book a demo see how IRIS Practice Management can benefit your business

FAQs

How do I find support for this software?

We have a dedicated support section on this website. We also have live chat and a dedicated support telephone number: Support contact numbers.
Is this software compliant?

Assurance and compliance are the primary services of any firm, practice, business or organisation. We understand that you rely on software solutions to get it right, every time – no compromise. Speak to us and find out why IRIS are the leaders in compliant software; call 0344 844 9644.
How do I buy this software?

Speak to us today about how you can get started with IRIS. Call 0344 844 9644 to discuss your requirements; we’ll help you get started.