IRIS Elements Cashbook
Simple bookkeeping software
for sole traders
Support your self-employed clients with easy-to-use Making Tax Digital (MTD) bookkeeping software.
Already using IRIS compliance software? IRIS Elements Cashbook is available for FREE with selected products.
Who gets IRIS Elements Cashbook for free?
Offer your sole trader clients an easy-to-use bookkeeping tool that includes our market-leading invoice payment solution, IRIS Pay.
IRIS Elements Cashbook is available for FREE if you subscribe to select IRIS compliance products, including:
- IRIS Elements Tax and Accounts
For the full list of eligible products, check out the FAQ section.
What can IRIS Elements Cashbook do for my clients?
Get the tools you need to help your clients digitalise their bookkeeping to ensure compliance with MTD for Income Tax Self Assessment (ITSA).
Clients can use simple customer and supplier management, issuing up to 300 invoices each year. With unlimited bank feeds, your clients will always know their current financial status.
The software also includes access to IRIS Pay, allowing clients to request and receive payments on-the-go, from their mobile device.
What’s Included
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See a live data summary on the dashboard
The IRIS Cashbook dashboard shows your sole trader clients live information about their business so they can stay on top of their finances. In IRIS KashFlow Connect, you can control the widgets that are displayed and publish announcements to their dashboard – instant bulk communication with all of your clients!
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Maximise cashflow with smart invoices
Your clients can send online invoices to their customers in seconds and accept payments instantly with IRIS Pay.
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Save time with secure bank feeds
Your clients can set up automatic bank feeds to allow their bank transactions to automatically synchronise with IRIS Elements Cashbook making sure they don’t miss a thing.
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Everything you need for self-assessment returns
Access the figures required to complete Income Tax Self-Assessment tax returns pages SA100 and SA103.
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Seamless integration with IRIS Elements
You can export a trial balance from IRIS Elements Cashbook and import into any IRIS Elements Tax or Accounts Production product.
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Manage your IRIS Element Cashbook clients in one place
With your IRIS KashFlow Connect account you can give your clients access to IRIS Elements Cashbook and manage them all in one place. You can also apply your practice branding and choose which features you’d like your clients to see.
Why choose IRIS Elements Cashbook?
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Simple
An easy, step-by-step tool to help sole traders start the digital journey without needing another subscription.
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Free of charge
This sole trader-friendly bookkeeping tool is available for free with selected IRIS accountancy and compliance solutions.
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Time-saving
There is no better way to get ready for MTD ITSA, with integrations making it quicker to get paid and digitalise your future.
Accountancy solutions trusted by businesses like yours
IRIS Elements AML
“IRIS Elements is such an easy system to use; everything is self-explanatory and user-friendly. The ID checks are quick and easy, and by using both ID checks and risk assessments, you can make an informed decision on the client’s risk. The Elements team are very friendly and quick at responding if I have any queries.”
R Vann Limited
IRIS Elements
“IRIS Elements is really at the heart of our practice now. It’s one database for all our information, rather than multiple systems for us to update. We’ve removed the risk of error, moving data from one system to another, and we’re all working from the same place – no matter where we’re working from. We don’t have to worry about multiple client records increasing errors and duplication, we share one client record across the practice.”
Power Accountants Business and Tax Advisors Limited
Sign up to use IRIS Elements Cashbook
Complete the contact form to sign up for IRIS Elements Cashbook; available free of charge with selected IRIS compliance products.
FAQs
- IRIS Personal Tax
- IRIS Business Tax
- IRIS Accounts Production
- IRIS Elements Tax
- IRIS Elements Tax and Accounts
- IRIS Elements Accounts Production
- IRIS Options
- IRIS Starter Pack or Starter Pack Lite.
To create a free KashFlow Connect account, complete the sign-up form on the IRIS KashFlow website. You can also visit the IRIS KashFlow help centre for additional guidance.
After you’ve done this, sign up to access IRIS Elements Cashbook by completing the contact form on this page. Our team will be in touch to help you get set up, and in the meantime, you can explore the Elements Cashbook Help Centre for more insight.
Visit the IRIS Cashbook Help Centre to learn how to create new accounts for your clients and get them set up on their new bookkeeping software.
Please contact your accountant or bookkeeper to explore whether they’re eligible to receive IRIS Elements Cashbook and can provide you with access.
