IRIS Docs is a document management solution that enables accountants and finance departments to streamline their document handling processes. It offers a centralized, secure platform for storing, retrieving, and managing various types of documents, including final accounts, tax returns, and client correspondence. The software integrates with other IRIS products and helps businesses transition towards a paperless office environment, improving efficiency and reducing costs associated with traditional paper-based systems.

Key Features

Document Storage and Retrieval Automatically store and retrieve all practice documents in one secure location.

• Centralized storage for all types of documents
• Easy access for authorized staff members

Integration with IRIS Software Seamless integration with other IRIS products for streamlined workflow.

• Compatible with IRIS Practice Management and Accountancy Suite
• Automatic capture of outputs from IRIS software

Email and Correspondence Management Capture and organize all client-related emails and correspondence.

• Automatic email capture
• Filing system for general correspondence

Audit Trail Comprehensive tracking of document activities and changes.

• Always available audit trail
• Support for compliance and accountability

Benefits

Increased Efficiency Streamline document management processes to save time and resources.

• Reduce time spent searching for documents
• Eliminate paper clutter and free up office space

Cost Reduction Minimize expenses associated with traditional document management.

• Eliminate printing and paper costs
• Reduce storage space requirements

Improved Compliance Support GDPR processes and maintain better control over sensitive information.

• Secure document storage
• Easy access to audit trails for compliance purposes

Enhanced Collaboration Facilitate better information sharing among team members.

• Centralized access to all client data
• Improved communication through organized document storage