IRIS Elements Practice Management Enterprise
A centralised, best-of-breed solution, supporting more profitable growth
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24,000
customers
choose IRIS -
91 of top 100
firms use
IRIS software -
Over 45 years
of experience building
accountancy solutions
A framework for simplifying the complex
Many firms rely on “best-of-breed” solutions to help manage the complexities of a larger practice with multiple sites both local and global. While this delivers the capabilities to address specific needs, these separate solutions, often don’t talk to each other, making strategic decision-making difficult.
IRIS Elements Practice Management Enterprise is our next-generation cloud solution, taking the best of the best-in-breed solutions and combining them all under one roof, to support more attainable, profitable and sustainable growth.
Centralised view
A powerful, centralised platform designed to boost efficiencies, with your core KPIs awaiting as you logon. Whether it’s Task management, Scheduling, Document Management, Billing or Data insights, everything is at your fingertips at the click of a button.
Scheduling and task management
Intuitive scheduling of resources, and assignment of tasks, ensures no missed deadlines; resources are easily balanced across new and existing clients. Allocating staffing levels is simpler, assigning the right work to fit skills ensures more optimal use of resource.
Billing and dashboards
Interactive and fully configurable dashboards deliver real-time insights from across all departments, helping to make faster and better decisions. Billing automation, multi-job billing and multi-client billing all support greater productivity.
Time and Expenses
Time and expenses are more manageable, with drag and drop features, language selection, receipt capture, timers, grid and calendar views, there are plenty of tools to keep you in control. Help staff improve their utilisation with daily, weekly, monthly targets. Everything they need is on one screen, recording time and expenses quickly and efficiently.
Document Management
The Document Management capabilities ensure secure storage for your files with handy tools such as a search function to get you to your files quicker; folder templates to create consistency, a retention module to keep you compliant and auto-filing to automate the process.
Why choose IRIS Elements
Practice Management Enterprise
From improving practice management to freeing you up to work how you want, IRIS Elements sets the stage for you to thrive and grow.
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Real-Time Business Insights
Make informed decisions with real-time data and analytics. Better resource allocation, improved client service, and a stronger bottom line.
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Unified Workflow Management
Improve efficiencies with a centralised system for managing tasks, resources, projects and budgets.
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Scale with security
Simplify business expansion with cloud flexibility and pay for what you need when you need, with market-leading security principles at the core.
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Automation
Time-consuming tasks like scheduling, invoicing, and task management are reduced through greater automation, allowing for more time with the clients.
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Time & Expenses
Simple drag and drop entry, calendar views and combined expenses entry.
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Billing & scheduling
Multi-job, multi-client billing and configurable workflow scheduling.
Experienced Client Onboarding
With years of experience onboarding large and complex accountancy practices, our IRIS team of specialists are on hand to ensure the best possible onboarding of your new software. We learn, evolve and optimise our processes to deliver the best possible outcome for our customers.
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Systems Audit
Assess your set-up and systems integration
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Project Management
Dedicated IRIS Project Manager and regular meetings
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Data & Integrations
Test data conversion and review 3rd party integrations
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Testing & Documentation
Establish a user testing plan, provide client training, and provide architecture documentation
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Go Live / Post Live
Ensure success, troubleshooting, and support
Frequently Asked Questions
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This is because we have taken the best of a number of best in breed solutions to build IRIS Elements Practice Management Enterprise.
