Welcome to IRIS Firm Management
A unified solution with firm-wide insights
Streamline your accountancy or CPA firm and achieve bold, sustainable growth with IRIS Firm Management.
Step beyond practice management with an ecosystem of best-in-class software; a single, unified solution that puts you in control.
Simplify workflows, track tasks firm-wide, schedule resources and billing and use real-time data to anticipate and overcome challenges.
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Improve insight
Track firm-wide workflows and resources in real-time and make smarter, data-driven decisions with enhanced reporting.
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Automate actions
Leverage automation across tasks, document management, billing and scheduling to save time, boost efficienciesy, and enhance client engagement.
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Protect profitability
Focus on your most valuable topservices, clients, and opportunities—eliminate blockers, optimize resources, and prevent profit erosion.
Enhanced reporting
What does a complete firm-wide overview mean for you?
Using real-time data, IRIS Firm Management allows you to see exactly what’s happening across your firm, giving you more control through greater data driven decision making.
But what could that kind of insight empower your firm to achieve?
- Manage resources organization-wide, not just by department or service line
- Use data to uncover growth barriers or missed profit opportunities
- Leverage real-time reporting to replace reactive decision-making.
Built for accounting and CPA firms
Everything you need to drive success – all in one place
IRIS Firm Management offers accounting firms a unified solution, tailored to help you tackle everyday challenges and thrive in a competitive market.
- A powerful CRM for firm-wide workflow management backed by automation
- Financial management tools for time & expense entry, billing, and budgeting
- Intuitive scheduling to manage staff resource, assigning the right skills to the jobs
- Document management solution with search and template folders for speed
Key features of our software
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Time, expenses and billing
Effortlessly track time and bill clients with complete precision – and all from a single screen..
Streamline operations with CPA firm management software that makes it easy for staff to:
- enter time worked
- submit expenses
- collect expense receipts
- check annual leave balance
- book leave or vacation time
- and more.
Not only is it simple to use, but effective CPA firm management software simplifies the client billing process, ensuring you’re accurately compensated for your valuable services.
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Scheduling
Schedule resources, assign tasks, and improve workflow management to ensure you never miss a deadline again.
Once you’ve identified a potential bottleneck, IRIS Firm Management allows you to adjust staffing levels and allocate resources with ease, so you can respond swiftly to challenges by matching the right skills to the job.
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Document management
Keep all your important documents organized and easily accessible with helpful automation tools such as AutoFiling. Say goodbye to lost files and hello to a secure, centralized document repository.
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Client management
Seamlessly manage your client relationships with a user-friendly interface.
From onboarding to ongoing communications, our client management tools keep your clients happy and you in complete control.
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Workflow automation
Simplify your work processes and reduce manual tasks with our advanced workflow automation. Focus on what matters most and let your software pick up the slack by taking care of routine admin.
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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
Rest easy knowing that your sensitive client data is stored securely, with state-of-the-art security features to protect your information.
Frequently asked questions
Learn more about IRIS Firm Management, from how it works to how it supports accounting and CPA firms to achieve their goals.
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A firm management solution describes a collection of tools – in this case, pieces of software – that you can use to manage and run your firm.
This might include software that facilitates:
- Practice management (including workflow management)
- Document management
- Client relationship management
- HR and payroll functions.
It’s everything you’d need to run a fully functioning accountancy or CPA firm – plus, all the functionality you’d need to keep up with the times and continue driving growth and profit, like automation, artificial intelligence (AI), and more.
However, in the case of IRIS Firm Management, these otherwise independent tools, apps, and pieces of software are brought together into a single, unified solution.
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Yes, IRIS Firm Management is designed to work in perfect harmony with your existing IRIS and third-party software.
Equipped with a powerful API layer, IRIS Firm Management can interact with third-party applications like:
- Salesforce
- Microsoft Dynamics 365 Business Central
- Apxium
- HubSync
- And more.
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IRIS Firm Management is an evolving solution, with new tools and functionality being added to help you meet the demands of a highly competitive, shifting market.
Look out for new solutions coming up in the near future.
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As a cloud-based firm management solution, IFM is built on Microsoft Azure; the globally recognized cloud computing platform.
With 23% of the cloud market share, we believe Microsoft Azure is the ideal infrastructure partner to allow us to bring you the solutions you need.
Azure also provides unique capabilities for a cloud platform, including facilities for software as a service (SaaS) and platform as a service (PaaS).
Want to learn more about IRIS Firm Management?
Get in touch to find out how this solution can help your firm drive growth, profit, and future success.
Learn more about IRIS Firm Management solutions
Guide
eBook: Fostering Teamwork in Tax and Accounting Firms
Blog Article
How Integrated Solutions Revolutionize Workflow Management in Accounting
Case Study
