CPA and accounting practice management software
Is Practice CS Holding Your Firm Back?
If your team is compensating for your technology, it's costing you time, capacity, and growth.
"We lack real-time visibility into staff, clients, and jobs."
"Reporting takes hours and way too many spreadsheets."
Practice management and accounting workflow software
Modernize Your Operations. Eliminate the Noise.
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All-in-one platform
Built for Complexity. Designed for Growth.
Forget switching software or trying to keep track of workflows over multiple systems. With IRIS practice management solutions, you only ever need to work from one platform.
Manage client information, monitor project progress, track and automate billing, and ensure compliance with accounting standards—all from one piece of software.
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Less admin, more billable work
Work your way with firm-wide task management
Unblock workflows, monitor project progress, and use intuitive tools to manage your practice.
Whether you’re organizing client data, supervising accounting tasks, tracking time spent, or getting proactive with resource management, it’s easier than ever to get the job done with IRIS practice management solutions.
Because let’s face it, easy-to-use interfaces and simple drag-and-drop tools don’t just make life easier for staff. Effective task management means more projects are delivered on time and clients get a better result.
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Reporting made effortless
Improve productivity and firm profitability
Without robust and reliable billing and invoicing, your practice management software is never going to keep up with your firm’s vision for growth.
IRIS practice management software comes complete with powerful financial management tools that ensure your firm can:
- Track every minute of every billable hour
- Generate accurate invoices to improve billing processes
- Manage payments and simplify the process for clients
- Facilitate revenue recognition and improve financial transparency
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Instant firm-wide reporting
Get the data you need to drive productivity
With IRIS practice management solutions, you can tap into detailed reporting and analytics from across your firm.
Investigate live data on client profitability, financial metrics, project performance, team productivity, and more—simply fire up your reporting dashboard view for instant updates.
Use live, firm-wide data to make smarter decisions (e.g., resource management during a busy spell), spot and resolve blockers, and get strategic about your firm’s wider goals and growth.
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Bigger picture benefits
Make practice management your firm’s secret weapon
Exceptional practice management isn’t just about running your firm efficiently. With the IRIS practice management software, you can unlock wider benefits like:
- Happier clients – Better managed tasks, timely project delivery, and improved payment options boost client satisfaction.
- Speedier systems – Two-way integration with accounting, CRM, and HR improves efficiency across your firm.
- Improved services – When practice management is optimized, you can develop services and become a trusted financial advisor to clients.
- Better profitability – Driving greater efficiencies through an end-to-end firm-wide solution means your firm becomes more profitable.
A Proven Migration Plan, Designed for CPA Firms
You don't have time for trial and error, and with IRIS, you won't need it.
- Free Migration Assessment - We evaluate your current setup (including FileCabinet) and create a tailored migration plan.
- White-Glove Migration Support - Our experts manage the transition for you—secure, complete, and stress-free.
- Staff Onboarding & Training - Hands-on support to get your team confident, fast. No one’s left behind.
- Ongoing U.S.-Based Support - Our team knows accounting, and we’re here when you need us.
Customers say it best
RMT Accountants and Business Advisors
Olsen Thielen CPAs and Advisors
Schneider Downs & Co., Inc
Grimbleby Coleman CPAs
Free guide
Your guide to accounting practice management software
Discover what the right practice management software looks like for your CPA or accounting firm in this free firm management software buyer’s guide.
Frequently asked questions about practice management solutions
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Practice management in accounting is a systemized approach to managing an accounting firm or CPA firm's operations.
While each firm has their own approach, practice management typically involves using tools and strategies to handle client management, team collaboration, project workflows, billing, and compliance.
Effective practice management ensures that accounting professionals and firms operate efficiently, meet deadlines, and deliver high-quality services while maintaining strong client communication and satisfaction. -
To ensure your accounting firm gets the right kind of practice management tool, we offer two specialized practice management solutions: IRIS Star Practice Management and IRIS Practice Engine.
While these two solutions are both user-friendly, feature-rich, and integration-ready, there are some differences; meaning one solution may better suit your CPA or accounting firm over the other.
The good news is you don’t need to spend time figuring out which accounting practice management software to use—simply complete the contact form and our team of specialists will be in touch to help you explore your options and find the best solution for you. -
The best practice management software for accountants and CPAs is one that meets your firm's specific needs, such as better project management or the ability to automate recurring tasks, while offering scalability and efficiency.
IRIS accounting practice management solutions are highly rated for their robust features, including workflow automation, client relationship management, and advanced reporting. Our accounting practice management systems are designed to be easy to use and simply for new users to pick up quickly.
With over 40 years of experience, IRIS software is trusted by accounting firms worldwide for simplifying operations and improving productivity. -
IRIS accounting practice management software streamlines workflow management by providing tools to:
- Automate repetitive tasks like invoicing and data entry, saving time and minimizing errors
- Track progress on client projects and ensure deadlines are met using a centralized project management system
- Offer real-time insights through dashboards and reporting tools, enabling better decision-making
With hard-working workflow management software, your team can focus on strategic activity and delivering value to clients instead of being mired in administrative tasks. -
Yes, IRIS practice management software lets you integrate directly with your existing document management systems, including IRIS document management software, Microsoft CRM, SharePoint, and other third-party tools.
- Centralize all client-related documents for easy access and organization
- Enable secure sharing of files and ensure compliance with data protection regulations
- Reduce manual work and duplication by automating document workflows
Thanks to this kind of system integration, your team has everything they need in one place, improving collaboration and reducing administrative effort towards completing client tasks. -
IRIS software serves as a comprehensive hub for managing client work by offering:
- A centralized database for managing client work and triaging client requests
- Tools for tracking client communication, helping to improve client satisfaction
- Automated reminders and follow-ups to ensure client task deadlines and client requests are addressed efficiently
These streamlined processes help build stronger relationships with clients while enhancing overall satisfaction.
Accounting and CPA practice management software designed for you
Find your firm’s ideal accounting practice management software and rethink productivity across your business.
