The perfect tool to grow your business
profitably
IRIS Practice
Management offers everything you need to increase productivity and
efficiency and provide a more responsive service to clients.
Whether you're a sole practitioner or manage a large
multi-office practice, IRIS Practice Management helps ensure that
jobs progress smoothly and client relationships are developed
professionally and profitably.
Drawing on
the single central database, IRIS Practice Management has
the potential to
revolutionise the way you do
business, automating many routine tasks that are a drain
on professional time, and enabling partners, managers and
staff to focus on higher fee-earning activities.
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IRIS Practice Management offers
these key features:
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...bringing the following
benefits to your practice:
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Job planning & workflow
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Gives you the ability to allocate jobs according to workloads
and skills and to monitor deadlines closely.
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'To-do' lists for all staff
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Provides the reassurance of knowing that staff will be
prompted to complete tasks at every job stage.
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'Data mining' search and retrieve tool for client data in the
IRIS single central database
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Identify new business opportunities and build long-term,
profitable relationships with clients.
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Fully scalable without expensive consultancy
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Provides the exact level of detail required to retain full
control of your business.
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A communications screen shows all client records,
including letters, reports from IRIS Accounts Production, personal
tax returns as part of the IRIS single central database (with
IRIS AutoMail)
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Any member of staff has instant access to client information
to answer queries and resolve issues without manual filing
routines.
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Achieve Best Practice Standards for the Practice Assurance
regulations with IRIS Practice Management.
