One Platform,
One Experience,
One Shared Client Record

Yes. For MTD clients, digital records flow from IRIS Elements Cashbook through categorisation to quarterly updates and the final declaration. The MTD Obligations Tracker shows each client’s land and property income, self-employment income, and final declaration status, with deadlines. You don’t need a separate bridging product, and MTD and Self Assessment clients are managed together in one solution.

IRIS Elements Tax covers Personal Tax (SA100), Corporation Tax (CT600), Partnerships, and Trust Tax (under the Trust Tax add-on module), plus accounts for sole traders, partnerships, limited companies, and LLPs (LLPs under the Professional plan). It supports FRS 105, FRS 102 Section 1A, and, on the Enterprise plan, full FRS 102, group accounts, and charities. The Tax and Accounts Production modules share one client record, so figures flow between the two without re-entry.

IRIS Elements checks your work as you enter each section and flags anything that looks wrong. AI anomaly detection compares income, expenses, and deductions against HMRC rules and prior-year figures before a return is sent. You review every flag and decide what to file. Because everything sits in one client record, there is less retyping between systems, which removes a common source of mistakes. More than 9,000 practices already use it.

IRIS Elements Practice Management lets you manage jobs, clients, and deadlines from one dashboard and share documents through a secure client portal.

It can be quick. Moving from TaxFiler, Nicola Darroch of Darroch Accountancy Ltd moved her practice across in half a day, and that was only because she checked every client carefully.

IRIS Elements is a cloud accounting platform for UK accountants and bookkeepers that runs tax, accounts production, practice management, and AML from one shared client record. Built by IRIS, which has made accountancy software since 1978, it lets you manage compliance, clients, and workflows in one place, working left to right across a series of tabs where data entered in one populates the next. It’s HMRC-recognised and the Tax module is used by more than 15,000 accountants across the UK.

IRIS Elements is designed for accountancy practices of every size, from sole practitioners to firms with 10 or more staff. Essentials plans suit sole practitioners and micro practices with simpler client needs, Professional suits medium and large practices with more complex clients, and Enterprise suits medium and large firms needing group accounts, charities, and full FRS 102. You can start with the modules you need and add more at any time.

Yes, IRIS Elements is HMRC-recognised and handles both MTD for Income Tax and MTD for VAT in the same platform as your tax returns. Clients in MTD and clients still on Self Assessment are managed together using the same data entry screens, with an MTD tab that tracks quarterly obligations and final declarations per client. The software validates your work before filing and IRIS reports a 98% acceptance rate with HMRC.

Yes. IRIS Elements is built for the cloud, so you log in and work from any browser on a laptop, desktop, or tablet, wherever you have an internet connection. It updates automatically with no downloads, and every module works from one shared client record. That means no retyping between systems, and your team can work from the office, from home, or with clients.

IRIS Elements integrates directly with HMRC and Companies House, and connects with bookkeeping tools including Xero, QuickBooks, and IRIS Elements Cashbook for trial balance import. Within the platform, IRIS Elements Tax and IRIS Elements Accounts Production share client and trial balance data. IRIS Elements Practice Management links to AML, Proposal Manager, Outlook, Capitalise (for client credit monitoring), and bookkeeping tools such as Xero.

Yes, you can trial the Essentials plans of Tax, Accounts Production, and Practice Management free for 30 days, with no credit card required. During the trial you can add users, import client data, and test the software, and if you upgrade you continue with no reinstall. Most smaller firms are up and running within a day, and Professional-tier customers get a welcome call walkthrough plus included telephone support.