An Introduction to IRIS OpenSpace
IRIS OpenSpace
Overview
The easy and secure way for accountants and their clients to work together online.
- Upload, store and approve
documents online - High level security – only you and
your client can view documents - Customise with your own logo
and colour scheme - Fully integrated with the
IRIS Accountancy Suite & IRIS Payroll Solutions*
Exchanging sensitive and confidential information with clients
is an important part of your daily routine, with a number of challenges:
Email is insecure. Royal Mail is slow and has ever increasing costs.
Consumer file sharing sites are complex to manage for multiple clients,
and do not always comply with UK data protection requirements.
IRIS OpenSpace is a safe, simple and secure collaborative tool for accountancy practices and clients
to share documents with each other and get client approval electronically.
Connect with clients
Work closer and more intuitively with your clients through unique integration across our cloud and desktop solutions that enable superior client collaboration and gives added value to all your client relationships.
Automation
Eliminate the slow and painful process of obtaining tax information from clients, with IRIS Personal Tax Electronic Checklists which collect tax information seamlessly over the internet. As well as automatic jobs stage completion in IRIS Practice Management with the status of document approval.
Rigorous security
No need to worry about protecting your data; our products offer the same levels of encryption and authentication you expect from online banking.
As the May 2018 GDPR deadline is fast approaching more and more accountants are using IRIS OpenSpace to securely exchange information with clients.
Customisation
Add your own logo and colour scheme so clients clicking through from your website have a great and consistent experience of your brand.
IRIS OpenSpace helps you work closer and more intuitively with your clients.
You can upload, store and approve documents online. It’s in ‘The Cloud’ so it’s always accessible from any location,
and it’s fully integrated into the IRIS Accountancy Suite making it quick and easy to use.
Key features:
Share all the important documents with
your clients, quickly and easily
Fully integrated into the IRIS Accountancy Suite & IRIS Payroll Solutions*
Upload reports directly at the same time you print
Your clients can upload their business documents
Obtain client approval quickly and legally
Request and import tax return data effortlessly
Capture online enquiries from prospective clients
Easily share all your business critical
documents with your accountant
Fast and secure document exchange
It’s quick and easy to use
No software to install
Approve your tax returns with minimum fuss
Provide your tax return data as you receive it
Accessible on mobile devices
IRIS OpenSpace provides the ideal mechanism for increased collaboration between practice and client.
Accountants can securely share a draft set of accounts, a tax return or a financial statement with the client,
while clients can send bank statements, payslips and trial balances. Get started today
*Excludes IRIS PAYEMaster
Available anywhere
At a client and need access to your accounting systems? Not a problem with IRIS OpenApps. Work from any location – just fire up an internet browser and login to your software.
Online collaboration
Capitalise on real-time insight into your clients’ businesses through our unique online collaboration by being able to react quickly should a problem arise and offer timely advice.
Document exchange
Electronic approval functionality enhances security using tamperproof certificates and allows clients to approve any PDF document within minutes. Document exchange to reduce the risk of emailing sensitive information, requiring an login to an encrypted platform to access the files.
