Case studies

Every day we’re helping accounting firms improve efficiency and provide a broader range of services to their clients. Here are some of our customer stories, so you can see our solutions in action.

61 Case Studies


“It was apparent that compared to other vendors, IRIS Star Practice Management’s people knew the most about the accounting profession.”
Joan Payne, Chief Financial Officer

Mize CPAs

“There was no doubt that IRIS Star Practice Management was an excellent package and the core functionality was exceptional.”
Bill Pressler, Senior Developer

Grassi Advisors and Accountants Logo

Grassi & Co

“We’re confident that, in IRIS Star Practice Management, we have a practice management software solution that will continue to accommodate our needs as we grow or change.”
Lori Bono, Chief Financial Officer


“Star is now integral in supporting our future growth, providing us with a new level of understanding in terms of the performance and profitability of our business.”
Shaun Powell, Director of Finance

Elliott Davis LLC

“IRIS Star Practice Management understands our industry and our business needs better than any organization with whom I have ever worked.”
Bob Jamison, Chief Data & Privacy Officer

Daszkal Bolton

“We were aware that a lot of firms were switching to IRIS Star Practice Management and after our initial dealings with the company it became clear why. The level of customization was incredible; we were like kids in a candy shop!”
Sonja Vanlangevelde, Chief Financial Officer

The Bonadio Group

“It was the fact that IRIS Star Practice Management demonstrated such a high level of experience and understanding of the CPA profession that helped clinch the deal.”
Monica Savino, Chief Financial Officer


“I wish all software developers were as willing to hear the voice of their customers as IRIS Star Practice Management.”
Greg Shoemaker, Chief Information Officer

Baker Tilly

Baker Tilly, LLP

“Bringing IRIS Star Practice Management onboard brought a step-change improvement in how we ran the business and accrued revenue.”
Allen Smith, Chief Information Officer

Aronson LLC

“IRIS Star Practice Management’s people clearly had a passion for doing the best by their clients, which provided reassurance that we would be well looked after beyond the initial implementation phase.”
Brenda Jayne, Chief Financial Officer


“I am confident IRIS Star Practice Management will continue to pay for itself many times over.”
Nicos Nicolaides, Managing Partner

Keogh Ryan Tierney

“We thought no software fitted the bill, but IRIS Practice Engine has transformed our practice.”
Paul Tierney, Partner