IRIS Firm Management

Welcome to IRIS Firm Management

Effortlessly manage time and expense entry, billing, budgeting and scheduling, payments, and client management, and more – all in one place.

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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?

  • All-in-one solution

    Everything you need to run a successful accounting practice, right at your fingertips.

  • Increased productivity

    Streamlined processes and automation mean you can do more in less time.

  • Exceptional Client Service

    Deliver the best possible service to your clients, keeping them satisfied and coming back.

  • Data security

    Protect your data and your client’s data with our robust security features.

  • Easy integration

    IRIS Firm Management seamlessly integrates with your existing tools, making the transition smooth.

What are the key features of IRIS Firm Management?

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Collaboration tools

    Collaboration tools

    Foster collaboration and teamwork within your firm. Share information, assign tasks, and work together efficiently.

Time and billing management

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.