IRIS OpenSpace

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 documents.

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 approved.

This ability to shorten the time it takes to gain client feedback and approval is invaluable,especially when HMRC deadlines are fast approaching.

However, 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.

• Exchange documents at the touch of a button
• Obtain client approval electronically quickly and legally
• Fully integrated into the IRIS Accountancy Suite
• Easily upload reports directly at the same time you print
• Clients can upload their business documents too 
• Safe and secure with industry standard SSL encryption and password controlled access on an individual basis     
• Complying with UK Data Protection rules all documents are stored on servers based in the EU 
• Flexible solution pay for the space you require month by month at £5 per GB 
• Quick and easy to use
• No software to install, run or maintain
  

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. Download IRIS OpenSpace information 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 here