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Description
Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.
Description
Discover a comprehensive and adaptable practice management tool designed to streamline your operations and accelerate productivity. By breaking workflows into manageable steps, you can significantly boost your team's efficiency. Clearly define responsibilities for each task, monitor different job phases, and keep an eye on progress via detailed reports. Initiate projects automatically based on crucial client dates, and utilize internal deadlines to guarantee that all tasks are completed well ahead of compliance requirements. Improve your standard operating procedures by incorporating training videos, useful links, checklists, and email templates directly into the system. Regardless of whether your team operates in an office or remotely, you can effortlessly train new employees and delegate tasks with greater effectiveness. Additionally, you can invite an unlimited number of team members at no additional cost, allowing everyone to collaborate on the same platform seamlessly. Leverage Pixie's automation features to establish recurring tasks, automatically assign responsibilities to team members, request client statements, or send reminders for important dates. This holistic approach not only enhances productivity but also fosters a more organized and efficient workflow for your entire practice.
API Access
Has API
No
API Access
Has API
No
Integrations
Actin Time
Yes
Algonomy
Yes
Dayshape
Yes
Marigold Engage+
Yes
OpenCost
No
Staffology HR
Yes
Virtual Cabinet
Yes
Integrations
Actin Time
No
Algonomy
No
Dayshape
No
Marigold Engage+
No
OpenCost
Yes
Staffology HR
No
Virtual Cabinet
No
Pricing Details
$320 one-time payment
Free Trial
No
Free Version
No
Pricing Details
$69 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
IRIS Software Group
Founded
1978
Country
United Kingdom
Website
www.iris.co.uk
Vendor Details
Company Name
Pixie
Founded
2019
Country
United Kingdom
Website
www.usepixie.com
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
