Accountants increasingly need to exchange documents with their
clients at a faster pace. Exchange confidential documents quickly
and securely with your clients to obtain their approval
Posting documents to clients is slow, and emailing
documents has security issues. IRIS OpenSpace is a new cloud-based
solution, allowing accountants to exchange documents with their
clients in an easy to use, secure environment.
IRIS OpenSpace does for accountants what Dropbox and
Google Drive do for consumers. You can store as much as you like,
for as long as you like.
Work closer and more
intuitively with your clients - you can upload and store documents
online and as it's always there and accessible from anywhere.
IRIS OpenSpace is fully integrated into the IRIS
Accountancy Suite - any document prepared in your
IRIS accounts, tax or practice management software can be
uploaded to IRIS OpenSpace at the press of a button. The
first time a document is posted for a client IRIS OpenSpace
automatically creates a hierarchy of folders to store the
Once the document has been uploaded, the client receives
an automated notification that a document is waiting for them to
approve online using the e-Approval feature.
Your clients can approve any PDF
document within minutes. Having received an alert indicating a
document is awaiting their approval, they view and approve the
document using their smartphone or laptop, whichever they prefer.
You’ll then receive notification once the document has been
This ability to shorten the time it
takes to gain client feedback and approval is invaluable,especially
when HMRC deadlines are fast approaching.
IRIS OpenSpace is not restricted to the IRIS Accountancy Suite and
documents outside of IRIS can also be uploaded to IRIS OpenSpace by
accountant or client/s for exchange and review.
IRIS OpenSpace provides the ideal mechanism for increased
collaboration between practice and client. Accountants can securely
share a draft set of accounts, a tax return or a financial
statement with the client, while clients can send bank statements,
payslips and trial balances.
The speed of interaction and the rapid exchange of information
can also help to develop the accountant/client relationship.
If you are a UK accountancy practice we will even give you
a FREE 1GB of storage
to get you started. See how quick and easy it is to set up and use
IRIS OpenSpace click
Online bookkeeping that
connects you with your clients.
Produce iXBRL accounts
from Microsoft Word & Excel documents
Save time & space
with integrated document management
Remove the burden &
costs of your IT systems for good
Increase your margins
renew every year...
tax returns filed online with HMRC
are completed using IRIS software
each month - the average time-saving with IRIS software
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