Accountancy Practice Management Software

Efficiency is everything – it’s the same whether you’re a big accountancy firm, smaller practice or a single bookkeeper. Without it, you lose the balance between developing new business and looking after existing clients.

But how you unlock these efficiencies depends on the size of your business. Most practice management software packages are for small firms, bookkeepers and medium-sized businesses. More specialised software has to be developed for larger companies.

The main difference you’ll find between cloud practice management software and its traditional counterpart is how it is accessed.

Traditional practice management software (i.e. “desktop” software) is installed on individual computers, which means it can only be used on those devices.

It doesn’t rely on an internet connection, so it is only restricted by the performance of your device. However, data is often only shared through email or USB sticks, which can cause security issues. Traditional software is siloed in that it can’t be integrated with other data that relates to the business and requires manual updates.

On the other hand, cloud practice management software is based online, and it can be accessed by any device from anywhere with an internet connection.

• it can be highly secured
• information can be transferred quickly and easily when needed
• it can automatically be kept up to date with the latest version

It also integrates easily with other cloud applications, saving you even more time.

If you’re running a smaller practice or just starting out, then you’ll want something that can help automate tasks and manage client compliance – and if you have big ambitions, you’ll want software that can scale. 

Cloud-based systems are fast becoming the choice of firms of all sizes, so they will suit your smaller company. Cloud technology is easier to get to grips with, is less expensive and more flexible in terms of adding clients, staff and new features as you grow. It also enables remote and hybrid working, providing a single source of truth for staff working whenever and wherever suits them. 

Our practice management software for smaller practices and bookkeepers does all of the above. Find out more about IRIS Elements Practice Management and book a free demo.

There’s no exact science, but when your practice has around 10 to 20 clients, you may consider yourself a small-to-medium-size practice. 

At that point, your clients may have more complex needs, and keeping track of all your client comms can be a challenge with multiple staff teams. 

You need software with an established CRM designed for accountants and bookkeepers. One that manages clients more effectively and seamlessly connects with major third-party apps such as KashFlow, Xero, QuickBooks and more.

IRIS Practice Management is a truly integrated suite built on a centralised database. Ensuring a reduction in wasted time and errors, and helping save our customers 22 hours per staff member, per month, on average.

Larger accountancy practices require even greater increases in efficiency and visibility of the business. They want a system that can help them grow, prevent critical issues and improve business reporting.

IRIS Practice Engine is designed to improve efficiencies and business decision making.

Find out how your practice can better compete with larger accountancy firms by using IRIS Practice Engine or browse all our practice management software for larger firms.