Practice management with IRIS
How any business is managed impacts directly on profitability
so it is important to have the right systems in place to help you
maximise efficiencies and streamline processes.
IRIS has brought the different parts of the practice together
and helped us to automate the business processes. Every member of
staff is armed with a ‘holistic’ view of the client so they can
handle queries efficiently, strengthening the customer experience.
Through effective management of our data, we will be managing our
greatest asset, our customer base.
Morris Owen
Read the full case study
The IRIS Practice Management modules which are all
seamlessly integrated with all your IRIS Practice Suite work at the
heart of your business helping you to plan, manage, track and
control staff, clients, jobs and communications.
- IRIS Practice Management - the
centralised hub for storing and sharing all your client data, with
workflow, tracking of correspondence and powerful data mining
functionality; CRM for accountancy practices
- NEW IRIS Practice Reporting - access
your practice data using industry standard tools, and turn it into
valuable information
- IRIS Staff Planning - plan your
team’s work more efficiently with instant visibility of all
staff schedules, making sure the right skills are available for the
job
- IRIS AutoMail - automates the
production of all your client letters easily and keeps a
record of the correspondence with over 50 standard templates
- IRIS Time & Fees - makes it
easier to monitor work in progress, record time spent, raise
invoices, send statements and control debtors reducing the
administrative burden on your practice