IRIS Elements Practice Management is a cloud-based software solution that empowers accountancy practices with powerful automation and streamlined workflows. It provides a comprehensive suite of tools designed to enhance efficiency, improve client communication, and simplify practice management tasks. The software offers features such as CRM capabilities, a configurable workflow engine, email and SMS automation, a secure client portal, and integrations with essential services like Companies House and bookkeeping platforms.

Key Features

Customizable CRM Dashboard A central hub for managing client information and practice activities

• Complete overview of jobs, tasks, and client data
• Filterable by date, task, client, and other parameters

Workflow Automation Streamline practice operations with intelligent task management

• Highly configurable workflow engine
• Set up one-off or repeat jobs
• Create custom alerts and notifications

Client Communication Tools Enhance client interactions with integrated communication features

• Email and SMS automation
• Secure client portal with electronic signatures and Q&A functionality
• Outlook integration for seamless email management

Benefits

Increased Efficiency Streamline operations and reduce administrative overhead

• Automate repetitive tasks and workflows
• Centralize client information and practice management
• Save an average of 3.5 hours per client during onboarding

Enhanced Data Security Protect sensitive client information with robust security measures

• Fully encrypted data sharing and storage
• Secure client portal for document exchange
• Two-step authentication for platform access

Seamless Integration Connect your practice management solution with other essential systems

• Integration with IRIS Accountancy Suite and other IRIS Elements products
• Import data from leading suppliers like Xero
• Built-in compliance suite for AML and KYC checks