What is IRIS Firm Management?
IRIS Firm Management is a powerful, integrated solution that combines the best practice management and accounting tools to help run your firm efficiently and serve your clients better. Say goodbye to the hassle of managing multiple software applications, and say hello to a more productive and organized firm, poised for continued growth.
Why choose IRIS Firm Management?
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All-in-one solution
Everything you need to run a successful accounting practice, right at your fingertips.
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Increased productivity
Streamlined processes and automation mean you can do more in less time.
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Exceptional Client Service
Deliver the best possible service to your clients, keeping them satisfied and coming back.
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Data security
Protect your data and your client’s data with our robust security features.
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Easy integration
IRIS Firm Management seamlessly integrates with your existing tools, making the transition smooth.
What are the key features of IRIS Firm Management?
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Time and billing management
Time and billing management
Effortlessly track time and bill clients with precision. IRIS Firm Management simplifies the billing process, ensuring you’re accurately compensated for your valuable services.
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Client management
Client management
Seamlessly manage your client relationships with a user-friendly interface. From onboarding to ongoing communications, our client management tools keep you in control.
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Document management
Document management
Keep all your important documents organized and easily accessible. Say goodbye to lost files and hello to a secure, centralized document repository.
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Workflow automation
Workflow automation
Simplify your work processes and reduce manual tasks with our advanced workflow automation. Focus on what matters most while we handle the routine.
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Reporting and analytics
Reporting and analytics
Make data-driven decisions with our robust reporting and analytics tools. Get real-time insights to steer your firm in the right direction.
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Secure data storage
Secure data storage
Rest easy knowing that your sensitive client data is stored securely, with state-of-the-art security features to protect your information.
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Collaboration tools
Collaboration tools
Foster collaboration and teamwork within your firm. Share information, assign tasks, and work together efficiently.
Try IRIS Firm Management today
Ready to transform your firm into a well-oiled machine? Join the countless accounting practices that have chosen IRIS Firm Management to advance their practice.