IRIS Company Secretarial is a comprehensive software solution designed to help accountants efficiently manage company secretarial duties for their clients. It streamlines administrative tasks, ensures compliance with UK legislation, and enables practices to expand their service offerings. The software offers seamless integration with Companies House, centralized client data management, customizable templates, and automated form population. With its user-friendly interface and powerful features, IRIS Company Secretarial allows accountants to provide valuable services to their clients while minimizing manual work and maintaining accurate records.

Key Features

Integration with Companies House Seamless access to Companies House for efficient data management and filing

• Direct import of new client details from Companies House
• Pre-populated forms for Limited Companies and LLPs
• Online filing of documents

Efficient Data Management Centralized storage and automated population of client data

• Use of stored client data to populate Companies House forms
• Maintenance of change history
• Easy updating of share registers, certificates, and deeds

Customizable Templates and Reporting Flexible tools for document creation and reporting

• Customizable templates for minute-taking
• Generation of reports based on practice needs
• Detailed reporting functionality when combined with IRIS Practice Management

Benefits

Time-Saving and Efficiency Streamlined processes to reduce manual work and improve productivity

• Minimized manual admin through automation
• Faster and more accurate functionality through integration with existing systems
• Single-screen access for all company secretarial duties

Compliance Assurance Tools to ensure adherence to legal requirements and maintain accurate records

• Timely filing of reports to comply with the Companies Act
• Minimized errors through automation
• Maintenance of e-file audit trails for each task

Expanded Service Offerings Opportunity to provide additional valuable services to clients

• Support clients by managing complex company secretarial obligations
• Ensure client compliance with the Companies Act
• Cross-sell to existing clients and expand service offerings sustainably