Accounting Firm Management Software

Introducing IRIS Firm Management

A unified solution with firm-wide insights

Our accounting firm management software (also known as accounting practice management software) empowers accountants and CPAs to pursue sustained, profitable growth by removing the roadblocks standing in your way.

IRIS Firm Management brings together a range of best-in-class software in a single, unified solution. Now, you can finally see every workflow, task, and potential problem in real-time – and take action to overcome any obstacle.

Improve insight

Gain invaluable firm-wide insights with enhanced reporting. Watch how work is flowing through your firm in real time and empower better, data-backed decision-making.
Automate actions

Manage workflows that stream across the business with greater efficiency. Use automation to speed up processes, free up your people’s time, and improve client engagement.
Protect profits

Zero in on your most profitable services, clients and processes – then take action to remove blockers, reallocate resources, and cut down on profit erosion at the source.

A unified overview of firm-wide activity

What does a complete firm-wide overview mean for you?

We provide a unified, firm management software solution – and with the means to see, in real-time, exactly what’s happening anywhere across your firm.

But what could that kind of insight empower your firm to achieve?

Manage activity and resources across your entire organization, rather than simply by department or service line
Use data to identify what’s inhibiting your growth or where you’re missing opportunities to drive profit
Rely on enhanced reporting to spot issues in real-time and leave “after the fact” decision-making in the past.

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Built for accounting and CPA firms

Everything you need to drive success – all in one place

IRIS Firm Management is a unified solution designed for accounting and CPA firms that is inspired by you and the challenges you face; both on a day-to-day basis, and as a firm striving to succeed in an increasingly tough market.

Here are just a few of the tools you’ll have convenient, joined-up access to:

A powerful CRM for firm-wide workflow management backed by automation
Financial management tools (e.g. time & expense entry, billing, budgeting, and more)
A client management suite to manage onboarding and communication
Enhanced reporting, so you can gain firm-wide insights in seconds.

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Learn more about IRIS Firm Management

To find out more about IRIS Firm Management and how it can support your firm, simply complete the contact form and a member of our team will be in touch shortly.

“The ability to instantly see things we couldn’t see before, such as outstanding WIP, makes you think differently. Seeing everything in real-time means that we’re now able to identify opportunities much more easily.”

Schneider Down & Co., Inc

Over 1 million people receive their paychecks from IRIS Payroll solutions

Key features of our software

Time and billing management

Effortlessly track time and bill clients with precision. CPA firm management software simplifies the client billing process, ensuring you’re accurately compensated for your valuable services.
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

Keep all your important documents organized and easily accessible. Say goodbye to lost files and hello to a secure, centralized document repository.
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

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

Rest easy knowing that your sensitive client data is stored securely, with state-of-the-art security features to protect your information.
Collaboration tools

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

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.

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.

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.

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).