Save time, space and money with IRIS OpenDocs the
integrated document management solution for Accountants
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Delivering on the Accountants dream of the “Paperless Office”
document management is all about having electronic access to the
correct documents whenever and wherever you need them.
IRIS OpenDocs designed specifically to meet the unique needs of
the Accountancy sector, allows practitioners to automatically store
and retrieve all their accountancy practice documents,
whether it’s a set of Final Accounts, or a letter sent to a client
requesting paperwork for their tax return. This process saves time
& money, frees up office space and increases efficiency.
IRIS OpenDocs is powered by INVU, the leading document
management provider, and extends the partnership the two firms have
enjoyed for several years. To date there are more than 500
Accountancy Practices that use INVU to provide online document
management. The combined sector expertise of IRIS & INVU
ensures that the solution works just the way Accountants want to
run their business
Key benefits
- Save time by retrieving documents at the
touch of a button instead of
searching for files
- Increase efficiency by allocating documents
requiring action using tasks
within the software
- Be a greener practice: use less storage space
and minimise paper
use, printing and filing
- A comprehensive audit trail is always
available to ensure compliance
- Gain instant visibility of the workload by
centralising all job related documents
- Fully compliant with the appropriate British
Standard - BSI DISC PD0008
- Integrated with IRIS Practice Management, and
works with other leading Accountancy
solutions
The system not only files the document against the right client,
but also by the correct job, e.g. accounts, tax, payroll, general
correspondence etc., making all documents easily and quickly
accessible when you need to retrieve them.
Further attributes can be defined for the documents, such
as date, partner, document description allowing increased
visibility.
IRIS OpenDocs eliminates the worry about using the most recent
update of the document as practitioners will always see the latest
version.
Watch a video about
Invu and IRIS