Accounting practice management software

IRIS Practice Engine covers everything from tracking prospects to converting them into clients. Manage all your jobs and monitor workflow, booking time, expenses, billing, reporting, and more. 

• Track time with ease – Keep accurate records, with tools for staff to track their time against jobs and tasks. 

• Flexible timesheets – Adapt to your jobs, services and reporting needs, including tracking time on non-chargeable work. 

• Stay on top of entries – Automated alerts help ensure timesheets are completed. 

• Simplify expense management – capture expenses and receipts on the go and allocate costs accurately with grouped receipts, split receipts and unit-based expenses. 

• Mobile-friendly – Update time and expenses anytime, anywhere. 

Simplify your process with comprehensive billing that handles everything from straightforward invoices to complex requests for payments (RFPs).  

• Create and send bills faster – Create simple bills and automatically allocate WIP for timely invoicing. 

• Bill by job, service or group – Choose the structure that fits your workflow. 

• Stay flexible with fees – Add interim lines, transfer WIP in or out of your fees, and include unposted WIP. 

• Automate billing triggers – Include job-based or scheduled billing, generating drafts when jobs hit key milestones or set up recurring billing for key clients.  

• Handle credit notes with ease – Issue full-linked, partial-linked, or unlinked credit notes with the option to restore any related WIP. 

• Bill in any currency – Use your client’s preferred currency while managing WIP in your base currency. 

Gain complete visibility into staff workloads and job assignments to optimize productivity and prevent scheduling conflicts across your entire practice. 

• Tailor staff profiles – Track individual skills, locations, travel preferences and more for smarter scheduling. 

• See team availability at a glance – Instantly view who is scheduled for jobs, what’s left, key requirements and conflicts with a clear overview tab. 

• Prevent clashes – Use auto-scheduling to help prevent overlap. 

• Plan for peak periods – Adjust firm-wide hours in one step (essential during the busy season) and automatically sync to Outlook to keep calendars accurate and teams aligned. 

• Get clear reports – Highlight staff availability, staff schedules and schedules by client in easy-to-read reports.   

• Simplify annual leave management – Empower staff to self-manage their time off, with automatic updates that keep timesheets and schedules accurate and managers informed.

Take control of recurring and ad-hoc jobs with powerful scheduling tools that simplify planning, reduce admin, and keep your teams focused on billable work. 

• Stay on top of every job – Track due dates, set budgets, forward tasks to the next staff member, set subtasks, schedule staff, add documents, and assign custom charge rates. 

• Work the way your firm does – Use a variety of portfolios to help staff manage their assigned jobs, or create custom job portfolios for specific services.  

• Speed up job setup – Use customizable templates and manage your workflow at scale using bulk job admin tools that let you instantly roll out mass updates for job statuses, staff reassignment, forwarding, deletions and job modifications. 

IRIS Practice Engine is a robust contact and client management system that centralizes essential data, streamlines onboarding, and enhances client engagement through configurable workflows, detailed record-keeping and integrated compliance tools. 

• Keep everything in one place – Store and manage contact and client information in one place to give your team the visibility they need to deliver a better client service. From key contacts (like partners and managers) to service and job levels, and business type to industry classifications. 

• Stay on top of client communications – Track every client interaction with customizable event types that support credit control, fee monitoring and follow-up actions—helping your team stay responsive and in control of client communications. 

• Simplify onboarding – Use configurable forms that match your internal process and reduce manual admin.  

• Stay compliant with ease – conduct AML checks in-system with built-in questionnaires and restrict access for clients who haven’t completed due diligence. 

Get the clarity and control you need to manage work in progress (WIP) confidently with real-time insights, flexible adjustments, and smart tools. 

• Make better decisions, faster – Use intuitive dashboards and detailed reports to uncover actionable insights that drive profitability. 

• View all WIP in one place – Monitor posted and unposted WIP across a range of pages and portfolios. 

• Reallocate WIP with ease – Transfer unposted WIP within a client’s jobs and services, or between clients, to keep records accurate. 

• Recover or write off WIP confidently – Use Zero Bills to handle non-billable time or apply WIP to interim fees. 

• Fine-tune as needed – Adjust WIP with journals to keep accounts correct. 

IRIS Practice Engine simplifies credit control with both standard tools and an enhanced module designed to automate follow-ups and keep client relationships on track. 

• Send statements your way – Generate individually or in bulk for the month, with optional partner approval before sending. 

• Stay proactive – Issue standard credit card letters based on invoice ageing to prompt timely payments. Standard Credit Letters can be sent based on the ageing of outstanding invoices.

• Automate debt management – The enhanced module runs nightly dunning processes, allowing clients to be suspended based on outstanding debts. 

• Spot risk early – Dashboards give partners and credit controllers clear visibility of at-risk clients.  

• Keep communication consistent – Generate dunning letters as part of the nightly dunning process and send automatically via email or print. 

IRIS Practice Engine makes reporting and data access simple – from real-time portfolio updates to advanced BI integrations. Give your firm the insight it needs to act fast and stay informed. 

• Make changes in seconds – Change staff, client, and job information in a few simple clicks with updatable portfolios. 

• Access reports that matter – Use standard reports, including being able to display and link SSRS reports within the platform. Or request additional, custom  reports, tailored to your firm’s requirements. 

• Save time with automation – Run and schedule reports in batches with different parameters using macros. 

• Build simple list reports – Quickly generate lists from standard data models without extra effort. 

• Unlock deeper insight – Connect the optional Practice Engine data warehouse to Power BI and Tableau for executive dashboards and in-depth reports.