General FAQs
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The best way to learn more about IRIS Elements is to access our specially made on-demand webinar here -https://go.iris.co.uk/introduction-to-iris-elements.html. It covers all of our products and shows you how to use them.
OK. The best thing to do is use the ‘Request Pricing’ button for the Professional version of the product you’re interested in. Someone from the sales team will be in touch to discuss your requirements and recommend the products you need.
Yes. We’ve set up a data bridge - a two-way sync for client data (does not include compliance data within Tax or Accounts) so any changes you make when you’re working within IRIS Accountancy Suite will display in IRIS Elements. And vice versa.
Great. The magic of IRIS Elements happens when you have more than one product. You can simply login to your IRIS Marketplace athttps://marketplace.iris.co.uk/and subscribe to the product you require. This is also where you can add users to your existing...
You can take out a 30-day free trial for IRIS Elements Tax Essentials and IRIS Elements Accounts Production Essentials,IRIS Elements Practice Management, and IRIS Elements Proposal Management. [PAUSE 10 SECONDS] You don’t need to hand over your credit c...
It depends on your configuration - which products you want. Some are based on the number of users (Practice Management) and others are based on the number of clients (AML). But it’s all worked out for you via our app store and available to buy online. [...
Yes, you can, whether you are new to IRIS or an existing customer you can always set up new clients in IRIS Elements. In the future for existing customers of IRIS compliance products we will be building some simple migration tools to help ease the proce...
IRIS Elements is the first end-to-end cloud accountancy software solution on the market. It’s a collection of products built on a common platform, around a single client list. It’s cloud based so you can access it from anywhere. It’s been built by accou...
You may want to have a look around IRIS Elements – Proposal Manager and AML would be of particular interest. We know you have a lot of client data within your current system, so we’re working on a way to migrate all that info over to IRIS Elements that ...
It really depends on your existing contract. Get in touch with your account manager to discuss.
The two-way sync which has been established between IRIS Elements Platform and IRIS Accountancy Suite CRM essentially allows you to synchronise your client list, removing the possibility of duplication between your desktop and cloud client records i.e.,...
We offer trials on some of the modules, such as IRIS Elements Practice Management. Find out more on each module page here -https://www.iris.co.uk/products/iris-elements/ [VISITOR CANNOT MAKE ANY SUBMISSIONS WHILST ON THE TRIAL, THEY WOULD NEED TO BE IN ...
Take a look at the dedicated pages on the sitewww.iris.co.uk/products/iris-elements/- for example -https://www.iris.co.uk/products/iris-elements-solution/larger-practices/shows solutions for large practices.
The functionality that you would lose is the auto-completion of practice management jobs, however you gain SMS and email messaging. [PAUSE 10 SECONDS]Please contact your account manager to find out more.
Absolutely! You could start a new contract and upload your client details to Elements whenever it suits you.
Yes it does!
You can learn more about this here - https://www.gov.uk/guidance/how-to-get-an-agent-code-for-corporation-tax-or-self-assessment