Accounting document management software

Store documents, manage client information and emails in one place with helpful tracking. Access and control your workflow from anywhere to work the way that suits your business.

• Search and navigation: Effortlessly organize and retrieve files with powerful search capabilities, such as partial name search and email-based contact lookup.  

• Retention and cleanup tools: Logic-based rules make managing file retention and management easy, preventing accidental deletions or missed compliance deadlines. 

• Document tracking: Clients can upload and download files and monitor the progress of their requests within their portal. Administrators can utilize reusable request templates for all clients. 

Manage workflows more effectively and eliminate unnecessary steps. Empower employees to streamline daily tasks. Manage project resources and due dates all in one place.  

• File routing: Optimize the routing of key client files to ensure they reach the right people at the right time.  

• Task pools: Users can assign tasks to pools or self-assign them, promoting a flexible scheduling model. Extending workflows involves managing workflow status to task status.  

• Automatically complete the workflow when all tasks are finished. Auto-publish tax returns to the IRIS iChannel Portal for clients. 

• Custom detail tabs: Each workflow features a custom “Detail” tab with client-specific fields (e.g., delivery preferences, prior year preparation hours). These fields are used operationally (e.g., for tax processing admins to know what to print or send).  

• Workflow and compliance tracking: The reporting suite offers tools for monitoring document approvals, pending tasks, and compliance metrics, making it especially useful for regulated industries. 

Build and maintain strong relationships with clients, enhance effective communication with clients, improve service delivery, and promote greater client satisfaction. 

• Central management: Ensure precise and organized client records with a clear communication history. Easily onboard clients using automation tools. An API enables external systems to populate CRM data fields. Relationships can be established between sites and contacts. 

• Full audit capability: Ensure security from the very first email, with link options that grant access to documents. Create passwords for entry and set parameters for the download period. 

• Linked contacts: Contacts are shared across clients and jobs to reduce duplication. Notes, like QuickBooks passwords, are securely stored as contact-specific discussions. 

• Client portal: This secure, standard feature offers a modern, seamless, branded experience. It eliminates the need for third-party software for external portals and reduces additional costs. 

Open architecture connects users to files from anywhere, at any time, at any speed.   

• CRM & ERP systems: IRIS iChannel can synchronize with CRM software to consolidate client data and streamline business processes. Plus, unify your document and data management across business functions by integrating with ERP platforms. 

• Comprehensive integrations: Add IRIS software, like IRIS Practice Engine, along with third-party providers such as Salesforce, DocuSign, Deltek, CCH, Thomson Reuters, UltraTax, CaseWare, and ProFX Scan. 

• IRIS iChannel integration with STAR Practice Management: This integration offers template-driven workflows, meaning each IRIS STAR Practice Management tax job is directly linked to a project on IRIS iChannel for your convenience. Templates automatically generate steps based on the job type, you can manually mark steps as complete, and dependencies are tracked to prevent orphaned steps. 

Get immediate insights into key KPIs with numerous available reports.

• Templates: Standard reporting covers activity related to contacts, workflows, document retention and deletion, due dates, file routing, system activities such as usage, and client engagement via the portal. 

• Customizable dashboards: Monitor key performance indicators, workflow bottlenecks, and document movement through customizable dashboards, enabling real-time visibility into firm operations. 

• Detailed audit trails: Our reports track key events for easier internal reviews and help you meet regulatory requirements and stay compliant. 

• Power BI reporting: Visualize real-time data – from identifying pending items to seeing clients by state and status. Analyze uploaded files by month, quarter, and year to gain valuable insights into your activities.