Migrating to IRIS Elements
from Taxfiler
Everything you need to know
about what’s happening
What’s happening?
We are advising our Taxfiler customers that they will receive a notification to migrate to IRIS Elements Tax and Accounts either via email or within Taxfiler itself over the coming months.
We’ve fixed the price so that our customers pay no more for IRIS Elements than they do for Taxfiler today.
Think of it like any other software update where the product is evolving to keep pace with changing technology. Check out Help Centre to learn more about how to prepare your data and a simple step by step process. The short demo below shows you the differences between Taxfiler and IRIS Elements.
Why migrate to IRIS Elements Tax and Accounts?
- It’s easy – we have built a migration tool that moves you across at the touch of a button – it takes approximately 15 mins to migrate your data!
- It’s the same but different: It’s more familiar than you think, the workflows follow the same intuitive approach as Taxfiler and the user experience addresses many of the requests for change that customers highlighted for Taxfiler.
- It’s great value – let’s face it, when was the last time someone offered you a new, better version of anything for the same price.
- It’s better – Elements is a modern, cloud native application which means you benefit from all the latest security, resilience, and scalability advancements.
- A FREE bookkeeping tool to help your sole traders: IRIS Elements Cashbook
- More Choice: If you want to, you have the option to bring everything into one place. IRIS Elements AML and other products supporting compliance and onboarding are available in IRIS Elements, all plugging straight into one client record using one client list, reducing re-keying across multiple systems, saving you time and increasing your profitability.
Feature comparison
| Taxfiler | IRIS Elements Tax & Accounts | |
|---|---|---|
| General Features | ||
| Customisable Home Dashboard Gives a view of job status | ||
| Statutory Accounts | ||
| Corporation Tax | ||
| Individual Self Assessment | ||
| Partnership Self Assessment | ||
| Trusts & Estates Self Assessment | ||
| MTD VAT | ||
| Client CSV Import | ||
| HMRC Client Information | ||
| Bulk Tax Year Roll forward | ||
| Integrations | ||
| Kashflow Connect | ||
| FreeAgent | ||
| MTD VAT | ||
| MTD for ITSA | ||
| Xero |
Here’s what you need to know when it’s time to migrate
-
Ready to get started?
Day 1
You will receive a notification either (via email or within Taxfiler itself) or a request to migrate your data. To ensure the process of migrating data completes successfully it is important to wait for the notification.
-
Help is at hand
Day 2-9
It’s important to check out the process in the Help Centre.
-
Migrating your data
Day 10-28
Sign up for your FREE 30-day trial of Tax & Accounts, migrate data at any time.
-
Purchase IRIS Elements Tax and Accounts
Day 29
You can purchase your subscription in our online app store, you will then be able to file with HMRC or Companies House.
-
Your Taxfiler subscription is automatically terminated
Day 30
Your Taxfiler data, becomes read only but you can still work on it, you just won’t be able to add new clients for file tax returns unless you have a subscription.
What data can you move?
The data migration service takes all your data, including:
- Your practice details
- All active clients. If you have inactive or archived clients you would like to migrate, please ensure they are restored into Taxfiler and that you remove the ‘inactive flag’
- All tax returns of all types for all years processed
- All accounts of all types for all years processed
- VAT returns filed
- Third party bookkeeping links are preserved.
How much will this cost me?
-
Startup
For startup practices
£12
- 10 clients
- Single user
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Solo
For sole practitioners
£26
- 30 clients
- Single user
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Most Popular
Pro
Single or multi-user
£39
- Unlimited clients
- Multi-user (£39 per user/per month)
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Team
Single or multi-user
£254
- Unlimited clients
- 10 users (additional at £26/month)
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Startup
For startup practices
£142
- 10 clients
- Single user
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Solo
For sole practitioners
£279
- 30 clients
- Single user
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Most Popular
Pro
Single or multi-user
£418
- Unlimited clients
- Multi-user (£418 per user/per year)
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
-
Team
Single or multi-user
£2739
- Unlimited clients
- 10 users (additional at £279 per user/per year)
- Accounts
- Corporation Tax
- Self-Assessment
- MTD for VAT
- Bookkeeping Integrations
Why migrate to IRIS Elements?
-
It’s the same but different
IRIS Elements Tax & Accounts has many of the same features and some that are different. Your suggestions for Taxfiler have been incorporated into your new product in IRIS Elements.
-
Support to help with your move
A simple migration procedure to move your data and filing history safely along with a help centre and migration team to support your set up. -
No price changes
You pay the same as you do today for the same package. -
Tax and so much more
Driven by one central client list, IRIS Elements offers other products all on the one platform such as proposal manager and AML. So, if you want fewer suppliers and more time, IRIS Elements offers it all.
See what our customers are saying
IRIS Elements
“The migration from Taxfiler to IRIS Elements was seamless and we are glad we did it sooner rather than later. Well-supported cloud software is important to our business and we have a good partnership with the team at IRIS.”
Affecton
IRIS Elements
“Moving from Taxfiler to IRIS Elements was a no-brainer for me as it’s modern, cloud-based software that can help me with both simple and more complex needs. The migration went really smoothly and the team at IRIS has been on hand when I’ve needed them. The software is intuitive and logical so there hasn’t been too much change, and I’m really glad I did it. I’m looking forward to adding more modules in the future and having one bit of software to work with.”
Williams & Co. Accountants Ltd
IRIS Elements
“When I was told I could move from Taxfiler to IRIS Elements, I thought, why wouldn’t I? Change can be scary but the migration was very easy, the team at IRIS knew what they were doing and for me, there was very little impact. Elements looks great and will certainly do what I need it to. I’d definitely recommend moving to IRIS Elements.”
Taxfiler Customer
IRIS Elements
“Moving systems can be quite daunting and my main concern was data, but the whole process has been fantastic and I’m so glad I did it! I did think Taxfiler was a fantastic product, but IRIS Elements is even better – think Taxfiler, but with additional modules such as AML! It will be great to have everything I need in one place, this will be a huge help to me going forward. The team at IRIS has been fantastic and I would highly recommend everyone make the move onto IRIS Elements.”
Taxfiler Customer
Customer FAQs
Our help centre has all the information you need and we are constantly reviewing what questions we are being asked. If you have a question let us know.
The great news is that you’ll be paying the same as you do for Taxfiler now. And you can choose between monthly and annual contracts.
Yes, there is a free trial for IRIS Elements Tax and Accounts. You can choose to migrate your Taxfiler data during this period with our automated data migration tool, if you wish. If you want to submit returns or accounts during this period, you’ll be prompted to enter your payment details and commit to IRIS Elements.
Taxfiler subscription will cancel automatically on Day 30 of your trial. We recommend not purchasing your IRIS Elements Tax and Accounts subscription until the 29th day as this allows your new subscription to take over just before the end of your Taxfiler subscription.
This is definitely not the plan, we want our customers to have a great experience. We recommend that you take out your new subscription to IRIS Elements Tax and Accounts on Day 29 of your free trial. This means that your IRIS Elements subscription will start on Day 29 and Taxfiler will end on Day 30 – with no overlap. Your invoicing will now come from IRIS Elements. You will be able to see in Taxfiler how many days you have left in your trial if you want to check.
If you purchase your IRIS Elements Tax and Accounts subscription before day 29, there will be a period of time where both Taxfiler and IRIS Elements are both live subscriptions and therefore you will be paying for both products. If you’ve done this by accident and want to let us know you can contact Taxfiler support in the usual way and we will see how we can help.
There are no refunds for this process, the 30 day trial of IRIS Elements Tax and Accounts is given free of charge, and we recommend you only purchase IRIS Elements on Day 29 of your trial so there is no overlap. If you have a question please contact Taxfiler support in the usual way and we will try our best to help you.
We’ve created a help centre that shows the step by step process. It contains details of some items you need to consider before you begin the process.
If you have any questions about getting started with IRIS Elements you can visit the IRIS Elements Help Centre or raise a ticket via the IRIS Elements Community Portal. Please note that you’ll need to be logged into your IRIS Elements account to raise a ticket.
Not at the moment but we will be in touch when it is possible.
During the sign-up process for IRIS Elements you will be asked to read and accept new terms and conditions. The only change to notice period is for those paying their subscription annually; the notice period is 90 days.
Once you’re setup in Elements and you have migrated your data, go back to your Taxfiler account and view the options for cancellation.
There is no current end of life date for Taxfiler. The migrate process is a rolling Programme for thousands of customers to migrate to IRIS Elements. We are conscious that customers will want to complete this outside of their busy period, hence we have fully automated the process to reduce overhead and are doing this now. Customers will continue to get support as usual, regardless of whether they are on Taxfiler or Elements. Our commitment as always is to supporting our customers.
Like many software providers, we are continually investing in improvements across our products (think Microsoft Office365 updates), and as a result, we will ultimately be upgrading all customers to the latest version – IRIS Elements Tax and Accounts.
Yes, you can continue to pay annually or monthly.
