Document management software that can take care of everything
Do you waste time sifting through files to find the one you need? IRIS’s accounting document management software has helped numerous accounting firms to manage their workload more efficiently through a centralized, easy to use dashboard. This allows you to do more billable client work and spend less time worrying about paperwork, without adding hours.
Key Features
Explore the features and benefits of our accounting document management software, which is designed to enhance your accounting firm’s productivity, streamline workflows and improve client communication, while ensuring top-notch data security.
Assisted Data Conversions
Transitioning to new software can often feel daunting, but with IRIS Document Management, you’re in expert hands. By trusting us with your data migration, you can focus on what truly matters—serving your clients.
With IRIS, you not only gain a robust document management system but also a partner committed to your ongoing success.
Unlimited Customer Service
Navigating the intricacies of document management is made effortless with our dedicated core support service. Always on standby, these experts ensure that every aspect of your document management system operates seamlessly.
Additionally, you have access to a comprehensive suite of training videos to help train your staff and improve the adoption rates and proficiency.
Client Portal
Our client portal service for accounting firms simplifies sharing documents with your clients. With the capability to send and receive documents through encrypted links, you can rest assured that sensitive information remains secure.
Portal Integration
Our accounting document management software provides portal integration to allows you to quickly and effortlessly share documents with your clients, while they can send documents directly to their individual client file areas. This bidirectional flow of information saves time and reduces the hassle of traditional document exchange methods.
The client portal isn’t just about document sharing; it elevates your communication and organizational capabilities. You can easily create a request list to keep track of needed documents, and announcements can be made directly through the portal.
Security
IRIS Document Management CRM security can be applied when firms need to restrict access to some or all users to help protect your clients’ information. It can be as simple or as complex as you need for multiple users and user groups.
These robust security measures are customized to suit the varying needs of different client interactions, providing peace of mind that your data—and your clients’ data—is safe.
Workflow Management
IRIS Document Management is also an accounting workflow software designed to retrieve and monitor the progress of every workflow and deadline instantaneously. In one screen, you can view all of your team projects to ensure that every deadline is met.
With instant access to workflow progress, you and your team can collaborate more efficiently, enhancing overall productivity. The clarity of a single-screen view means you can prioritize tasks, track team performance, and swiftly address any issues that arise, all without the need to juggle multiple tools or dashboards.
Reporting
Our software has built-in reports to meet clients’ needs, including user activity and workflow reporting. Reports can be generated automatically on a schedule that suits your firm’s needs—whether that’s daily, weekly, or any other timeframe you choose. This customizable schedule ensures you have timely and relevant data at your fingertips, helping you to monitor workflows seamlessly and address any issues proactively.
Feature Guide: 8 Software Features for Scaling Compliance in Accounting
Download this ebook to discover the eight key features you should look for when finding fully compliant accounting software for your firm.
Why choose us?
IRIS’s accounting document management software for accounting firms combines essential workflows into a configurable solution.
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Automatic routing
Auto-routing facilitates a truly effortless document management solution.
iChannel by IRIS will monitor your folders for new documents and perform actions like renaming, splitting into multiple PDFs, publishing to client portals, adding to workflows, or emailing to your clients when they are uploaded to a folder.
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CRM
Stop spending time on data entry and instead focus on building rapport with iChannel’s CRM solution.
iChannel keeps track of all changes and updates so you can provide the best experience for your clients and prospects.
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Request lists
Remove the back and forth with your clients to get the necessary documents.
Document gathering is made easy with iChannel by IRIS. You can request documents via email or a secure client portal. You can save even more time by creating a request list template you can assign to any client.
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Work Binders
Access client work without switching applications
In the fast-paced environment of accounting, every second counts, and even the smallest inefficiencies can add up over time. IRIS Document Management software is designed to tackle this challenge by storing and launching all your project-related files, ensuring you have exactly what you need, when you need it.
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Scan and AutoFile
Want to add a new document?
All you have to do is scan it, and IRIS Document Management’s software for accounting firms takes care of the rest. We use advanced form recognition technology to identify what you scanned, automatically generate a consistent name following a standardized naming convention, and organize the document within a searchable database. Every file you scan or upload is automatically where it belongs.
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PDF Editor
You don’t need an Adobe license
Rather than paying a monthly license fee, plus all the add-ons, Doc.It’s PDF editor does it for you. Additionally, it provides hundreds of accountant-specific tick marks, a calculator, and the ability to add digital signatures for zero added cost.
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Compliance Management
Stay compliant automatically
Maintaining compliance is a crucial aspect of managing an accounting firm, and IRIS Document Management software simplifies this process with its robust file management and accurate, consistent naming conventions. These features ensure that your documents are organized and compliant without the need for additional administrative efforts, saving you valuable time and resources.
Don’t just take our word for it…
“[IRIS Document Management] speeds up file prep and has improved our bottom line. We have seen a 20% decrease in time working on a file, and admin find files at least twice as fast.”
Ready to speak to an advisor?
Fill out our contact form and a document management specialist will call you back to discuss your requirements.
FAQs
Doc.it and iChannel are the original products name of two document management solutions provided by IRIS.
To ensure our customers get the best of both worlds, IRIS has created IRIS Document Management. This software takes the features and functionality of both Doc.it and iChannel and combines them into one powerful multi-purpose document management solution.
The work binder feature is a powerful tool within IRIS Document Management. It allows you to store all files related to a particular topic (e.g. All tax returns from a specific client) in a work binder; which means you can access/open all relevant files with a single click.
As a customer using IRIS Document Management, you will receive comprehensive support from day one. Support includes:
• Additional help with implementation, including guidance on how to get started and how to familiarise your customers with the new system
• A core support team of product specialists who are on call to help you work through any challenges and make the most of the software
• Access to a comprehensive suite of training videos to help train your staff and improve the adoption rates and proficiency.
Case Studies
