IRIS has what it takes in practice management...
Increased business efficiency, smoother cash flow, enhanced
client communications...the IRIS Practice Management suite offers
your business all this and more.
IRIS Practice Management
Data mining
- Sort your client base by specific criteria, such as: turnover,
employee numbers, tax return information
Job planning and workflow management
- Plan, automate and monitor work across your business using all
IRIS applications: Accounts, Tax etc
Communication tracking
- Easy and automatic tracking/searching of client communications
and documents
Corporation tax notify and monitoring payments
IRIS Time & Fees
Prompt, accurate billing
- Easy-to-use spreadsheet-style time-sheet
- On-screen 'stop-watch' for precise, easy time recording
- Charge premiums
- On-screen billing
- Invoices, credit notes, VAT receipts, payment reminders,
statements...through Microsoft Word
Highly automated, so nothing is missed
- Draft billing process (with the Practice Management
module)
- Standing orders generated automatically once set up
- Fixed fee agreement and automated billing
- Ordinary and continuous service for VAT accounting
Tighter monitoring of productivity and profitability
- Analysis by client, job and work type
- Comprehensive reporting (partner profitability, staff
profitability, exposure…)
- Jobs integrate with workflow in Practice Management module
IRIS AutoMail
Saves time in producing professional documents
- Over 60 initial templates – all can be modified
- Unlimited templates can be set up
- Template fields automatically populated from the IRIS
database
Automatically generates and logs routine correspondence as a
result of client work
- Letters such as tax return covers triggered from other IRIS
applications
