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ClientLink

Key features

ClientLink saves you and your clients' time.

The unique ClientLink functionality in IRIS Accounts Office gives you access to your client's live data enabling you to benefit from all the advantages of the rich functionality in the system, such as the drill-down to transaction level. This means you can audit the accounts fully and make any adjustments without interrupting your clients' business.

 

Client screenshot
Because the data is in a continuous Linked mode between you and your client, additional transactions can be posted into the current period if required and the system will automatically update. After finalising the accounts there is no uploading of the journals by your client as everything has occurred within the one system.

 

Practice screenshot

The data synchronisation is made possible by using secure XML technology. This means that you do not require broadband to enable ClientLink because the information is sent in small enough packets so that any email system can cope.

 

Sync Dash screenshot

When in Linked mode IRIS Accounts Office does not allow the client to undertake significant changes to their data, for example currency revaluations. This ensures that data integrity is maintained throughout the system.

 

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*The Institute of Chartered Accountants in England and Wales has accredited IRIS Accounts Production, Business Tax, Personal Tax, Corporation Tax and Practice Management (including Time & Fees and AutoMail) under the terms of its Accredited IT Product Scheme. Purchasers should ensure that the software, its security features and related support meet their own specific requirements, as the Institute will not be liable for any damage whatsoever, incurred by any person, occasioned by the use of the software, or any related products or services howsoever caused.

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