IRIS Elements

Accounts & Tax Production•

AML•

CRM•

A platform of end-to-end, fully integrated and cloud-based, applications for accountants and bookkeepers.

Visit IRIS Elements

About this App

A cloud-based, end-to-end accounting platform providing accountants everything they need to digitise, grow and drive efficiencies across the entire practice.

One Platform, One Experience, One Shared Client Record. IRIS Elements gives you accuracy across all your accounting applications.

Cost (from)

£3.00/month

Free Practice Subscription

Trial

30 day free trial, fully functional, no credit/debit card required

Partner Program

Implementation partner program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Platforms

Integrations

Geographies Served

United Kingdom

Industries

Accounting & Bookkeeping

App features per category

Practice Management

Communications
- Automatic client reminders
- Automatic records requesting
- Client tasks/requests
- Client timeline
- Job notes
- Notify team members
- Send email
- Send text messages
Companies House
- Add company
- Add people
  - All contacts
- View company director, reg office, and deadline info
Contacts
- Accounting specifc fields
- Client groups
- Custom fields
- Types
Documents
- Client portal
- E-signature
- Storage
Forms
- Conditional questions
- Internal / external completion
- Populate contact fields from form data
Other Features
- Digital AML checks
- See client specific practice financial data
- See client's own financial data
Time
- Manual time entries
Work and Work Templates
- Kanban board
- Overview filters
- Statutory deadlines
- Target deadlines
- Work sections
- Work status'
- Work subtasks
- Work tasks
- Work templates