IRIS Elements Proposal Manager is a cloud-based accounting proposal software designed to support the growth and success of accounting practices. It streamlines the process of creating, configuring, and managing proposals, making it easier to demonstrate value to prospects. The software allows users to build proposals that outline service offerings with clearly defined outputs and pricing. It offers flexible configuration options, including various pricing models and the ability to set client expectations. Proposals are sent via email, and recipients can easily accept them through a provided...
Vendor
IRIS Capital
Company Website
IRIS Elements Proposal Manager is an innovative accounting proposal software that empowers accounting practices to streamline their proposal creation and management processes. This cloud-based solution offers a comprehensive set of features designed to help accountants attract prospects, demonstrate their value, and efficiently onboard new clients. By providing a template-based approach and clear pricing models, the software simplifies the often complex task of creating professional proposals. It integrates seamlessly with other IRIS Elements products, offering a holistic solution for practice management and client engagement.
Key Features
Proposal Creation and Management Users can easily build, configure, and manage proposals that showcase their service offerings.
- Template-based approach for quick and consistent proposal creation
- Clearly defined outputs and pricing structures
Flexible Pricing Models The software supports various pricing configurations to suit different business needs.
- Options for fixed prices, annual revenue-based pricing, and number ranges
- Support for multiple VAT rates and billing intervals
Client Expectation Setting IRIS Elements Proposal Manager allows for clear communication of services and expectations.
- Detailed explanation of services provided and not provided
- Ability to outline client responsibilities and information requirements
Benefits
Time Savings The software significantly reduces the time spent on client onboarding and proposal creation.
- Saves approximately 3.5 hours per client when used with IRIS Elements AML
- Additional 2.5 hours saved per employee per month with IRIS Elements Practice Management integration
Improved Client Engagement Enhances the way accounting practices interact with prospects and clients.
- Easy-to-understand proposals that clearly demonstrate value
- Streamlined acceptance process via email links
Efficient Practice Management Integrates with other IRIS Elements products for a comprehensive practice management solution.
- Single client list for consistent information management across the platform
- Seamless workflow initiation and task assignment