IRIS Star Practice Management is an advanced practice management software designed for accounting firms. It provides an integrated view of client data, relationships, and activities, enabling firms to manage jobs, staff, workflows, and communications efficiently. With a modular approach, the software adapts to specific firm requirements and offers on-premise or cloud deployment. Key features include mobile applications, payment portals, CRM tools, APIs for secure data connectivity, time and billing functionalities, and business intelligence reporting. It integrates seamlessly with existing ...
Vendor
IRIS Capital
Company Website
IRIS Star Practice Management is a feature-rich software tailored for accounting firms, offering modular flexibility, seamless integrations, and tools for efficient practice management.
Key Features
Mobile Applications Enable business processes from anywhere.
- Time and expense entry on the go.
Payments Portal Streamlines client payment processes.
- Automatic payments via Apxium or Aiwyn portals.
Budgeting & Scheduling Provides visibility and control over resources.
- Comprehensive tools for managing personnel effectively.
CRM Enhances client relationship management.
- Supports marketing initiatives and revenue opportunities.
APIs Secure data connectivity.
- Facilitates data movement in/out of the database.
Time & Billing Simplifies billing processes.
- Extensive functionality for time tracking and invoicing.
Due Dates & Workflow Tracks task progress.
- Identifies delays to take corrective actions.
BI & Reporting Offers business intelligence tools.
- Automates reporting for key insights.
Back Office Financials Integrates with Microsoft Dynamics 365 Business Central.
- Supports GL, AP, and Fixed Assets management.
Benefits
Flexible Modular Approach Customizable modules tailored to firm needs.
- Focus on relevant modules.
- Scalable as the firm grows.
Comprehensive Functionality Covers all aspects of practice management.
- Extensive features for accounting firms.
- Integration with existing systems like Microsoft CRM.
Improved Efficiency Automates administrative tasks to save time.
- Streamlines workflows.
- Enhances productivity and client relationship focus.