Accounting firm management software

Billing and invoicing

Make billing easy, accurate, and hassle-free for your firm and your clients. Capture everything in one bill, while monitoring profitability against clients or jobs. 

• Move quickly from bill initiation to client dispatch with streamlined online workflows, making it easier to identify billing opportunities within client and job portfolios. 

• Bill your way and manage payments with ease. Choose time-based, fixed-fee or value-based billing to match how you deliver services. Apply deposits to future invoices and prepaid client deposits, and simplify reconciliations by combining multiple payments into one for group deposits. 

• Make billing faster and more accurate across your teams. Shared billing lists and balanced workflows ensures billing WIP is accurate and easy to manage. Raise and send bills automatically when work is complete – reducing delays and manual effort. 
• Bill across multiple jobs or clients, including parent-child relationships, in one go. 

Workflow and scheduling

Schedule resources, assign tasks, and improve your workflow management to ensure you never get the ‘did we miss a deadline?’ panic again. Customised scheduling is based on chargeability or other business rules.   

• Standardise and simplify making jobs with job templates. 

• Manage jobs and time from your phone with our app. 

• Personalise individual job lists for staff to help prioritize and balance work. It’s easy with the drag-and-drop function. 

• Use bulk updates to perform multiple jobs simultaneously to reduce time spent. See staff availability with daily, weekly, or monthly views. When staffing conflicts arise, authorized users can quickly resolve them using the built-in resolution screen. 
• Get real-time updates on each client, with all essential information – like tracking budget against time spent per job – visible on one screen. 

Secure storage

Keep all your important documents organized and easily accessible with the help of automation tools, such as auto-filing.  

• One centralized repository for all documents that allows fast searchability and file management. 

• Use auto-routing to file documents by named rules. Optimize key client file routing, deliver the right information to the right people at the right time. 

Easily manage folders by client, job, and year, with tools to move, rename, and organize files across clients. 

Reporting and insights

Make better data-driven decisions with our robust reporting and analytics tools build into IRIS Firm Management. Get real-time insights to steer your firm in the right direction. 

• Microsoft SQL Reporting Services (SSRS) includes standard reports, covering a variety of everyday reporting needs in areas such as accounts receivable (A/R), work-in-progress (WIP), timesheets, staff analysis, and more.  

• Business Process Automation (BPA) enables your firm to monitor and report on key information proactively. Customize margin and realization calculations by client. 

• Highly configurable dashboards give an overview of Key Performance Indicators (KPIs) upon login. Quickly identify areas requiring attention and drill down into the details. 
• Advanced Analytics, powered by Power BI and Tableau, offers improved visibility into financial data and dynamic, interactive data visualization as an integration with IFM. 

Security first

IRIS Firm Management is hosted entirely in Microsoft’s Azure environment. It leverages cloud resources within Azure to transmit, process, host, and store application code, client data, client websites, and benefits from the system monitoring utilities. 

• IFM has SOC2 Accreditation. 

• Database configuration enables each firm to maintain its database, ensuring storage in the correct jurisdiction and providing more flexible options for downloading data to local data warehouses or data lakes. 

• Access for employees is via Azure Portal on the web using Multi-Factor Authentication (MFA) or Microsoft Server Management Studio (SSMS). 
• Ensure business continuity with weekly database backups that are automatically encrypted and securely stored, protecting your firm and delivering fast recovery if disaster strikes.