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IRIS iCash - Functionality Checklist
- Cashbook entry screen for payments,
receipts and transfers
- Bank reconciliation option to allow
clients to do the bank reconciliation if you want them
to
- Reports including detailed bank report,
bank reconciliation, income and expenditure and VAT reports where
relevant
- Graphs to show where money comes from and
goes to
Benefits to your Practice?
- You can access you client’s financial data when it’s convenient
for you
- There is minimal scope for your client to get things wrong,
such as performing incorrect postings, ensuring that the quality of
data you receive is more meaningful to you
- Saves time on error correction, increasing your speed and
efficiency
- You decide on who has access to what pieces of information
again minimizing errors
- Perfectly tailored for those clients with no bookkeeping
experience
- Additional revenue stream - you can become a 'virtual
bookkeeper' for your clients
- Secure - all postings are automatically stored and backed up to
a secure server
- Ability to offer a service tailored for clients 24 hours a day,
7 days a week
Benefits to your clients?
- No bookkeeping knowledge required
- No software needs to be installed; they simply access your
website
- Provides the client access to their financial information
24 hours a day, 7 days a week
- Save costs - may even eliminate the cost of an in-house
bookkeeper
- Peace of mind that their financial position is being looked
after by their most trusted advisor - their Accountant
- Simple and easy to use
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