IRIS Elements: Cloud Practice Management for Accountancy Suite Customers

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Elements wbn

About this webinar:

Join our experts to learn how customers of the IRIS Accountancy Suite can leverage our Hybrid by Design philosophy to manage client work and team workloads, using Elements Practice Management in the cloud.

This webinar will include a live demo of the suite.

What will the demo cover:

  • Client record
  • Jobs & tasks list (inc board view)
  • Setting up jobs – highlighting automated emails and filters
  • Email capture
  • Xero integration and advisory
  • Capitalise

Speakers:

Eva Mrazikova
Senior Manager, Accountancy Sales, IRIS Software Group

Rob Millen
Product Management Manager, IRIS Software Group

Mark Elley
Product Specialist, IRIS Software Group

Software:

IRIS Accountancy Suite

IRIS Elements Practice Management

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