Home | IRIS Star Practice Management

Practice management software 

Enhance efficiencies with powerful, configurable workflow solutions 

A trusted partner in practice management for single and multi-office accounting and CPA firms. IRIS Star Practice Management simplifies the complex to drive better outcomes for both your clients and your business.   

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  • 20+

    years providing practice management software and services  

  • #2

    practice management software provider to top US firms  

  • 50+

    top 100 US accounting firms are IRIS clients   

Modular Practice Management That Adapts to Your Firm 

  • Centralized management to enhance accuracy 

    Built for large, multi-office firms, IRIS Star Practice Management enables full visibility across clients, staff, jobs, WIP, and A/R.

  • Advanced configurability to reflect your business

    Flexible modules allow you to tailor IRIS Star Practice Management to your firm’s specific needs. Customize forms, fields, and reports for seamless integration with your workflows.

  • Automation to protect your time

    Reduce manual tasks with tools for billing, scheduling, and compliance. Features such as job rollover, WIP transfer wizards, and audit trails enhance accuracy and efficiency.

Mobile-friendly, multi-office practice management software

Why choose IRIS?

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    Time and expenses 

    With browser and mobile options, our software enables you to maximize recording time and billable expenses for each job to speed up recovery. 

    • Work in Progress (WIP) recording: Allow users to log time and expenses from any location, ensuring that Work in Progress (WIP) is ready for billing as quickly as possible. 
    • Client and non-client expenses: Manage both client-related and non-client-related expenses using a company-approved workflow for approval and reimbursement.   
    • Flexible work arrangements: Ensure that time targets account for flexible work setups, including part-time staff, paid time off (PTO), or time off in lieu, to enhance control and simplify administration.   
    Billing

    Billing  

    Easily identify billing opportunities to invoice faster, reduce lock-up, and improve cash flow. 

    • WIP allocation: Access different billing options and methods to allocate WIP to a bill. WIP can also be left unallocated, and non-WIP bills can be generated.  
    • Targets and approvals: Automatically set billing goals for the upcoming year to simplify fee forecasting. Include multiple approval steps to ensure bills are authorized and printed only when your guidelines are followed.  
    • Recurring billing: Automatically creates recurring periodic invoices, either per client or in bulk covering multiple entities and multiple currencies.  
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    Scheduling 

    Optimize staffing and easily transfer schedule information from one year to the next, with instant access to multiple scheduling views that highlight staff location and availability.

    • Staff allocation: Assign staff to tasks based on availability, skills, rank, location, and experience to increase the likelihood of completing work on time and within budget. Forecast the resources needed to manage seasonal peaks and valleys. 
    • Business rules: Customize rules in the job scheduling process to streamline operations and ensure compliance with job budgets and realization targets.  
    • Performance: Track scheduled work versus actual performance during the job, allowing potential overruns to be spotted. Spot gaps in unscheduled work and prevent scheduling classes before they happen. 
    Budgeting actual efficicents

    Budgeting

    Budgeting includes both staff productivity budgets for the year and budgets for specific projects, whether for clients or internal initiatives.

    • Chargeable and non-chargeable: Create chargeable and non-chargeable time budgets for each period, applicable to any or all employees. Paste budget data from spreadsheets easily.   
    • Budget review and staff allocation: Allow proposed staff budgets and job budgets to be reviewed and approved. Allocate staff and create budgets for jobs that cover both time and expenses. Automatically generate email notifications for required actions (e.g., when a bill needs to be raised after completing a work aspect). 
    • Reporting: Use IRIS Star Practice Management reporting tools for exception reporting to boost efficiency and management control. Monitor turnaround times to improve efficiency, client service, and find opportunities to save time.  
    report selection

    Reporting

    A powerful, user-friendly web-based BI tool designed for partners, managers, and other front-office staff. 

    • Open SQL database: Use with many third-party reporting tools, including Microsoft Power BI, and connections are possible through a growing library of APIs. 
    • Standard reporting: A library of standard reporting is available, built with Microsoft SQL Server Reporting Services. The optional Dashboard BI module also provides a collection of standard views.    
    • Apxium Collect: An integrated accounts receivable and payment service that manages invoices, reminders, and secure online payments—including credit card and ACH—settling directly into your bank and automatically receipted to clients and reconciled in IRIS Star. It also supports pre-authorized instalments and automatic collections.  
    integrations

    Integrations

    Many firms link IRIS Star Practice Management to their financial ledgers, enabling data flow between the General Ledger and Accounts Payable Ledger. Popular integrations include: 

    • iChannel by IRIS: An efficient  document management system that streamlines daily operationsand offers intuitive workflows to enhance client service. Its integration with IRIS Star Practice Management enables template-driven workflows, linking each job to a project in iChannel for accuracy and a single source of truth.  
    • Beeye: The cornerstone of your firm. Data is no longer scattered and is systematically updated, representing the reality of your operations.  
    • Power BI: Enabling interactive real-time reporting for your firm’s key performance indicators to keep you fully informed. 

See what our customers say

Rehmann logo
“Of all the software we considered, we were happiest with IRIS Star Practice Management not only in functionality but in terms of pricing and licensing. It was also apparent that compared to other vendors, Star’s people knew the most about the accounting profession.”

Joan Payne,Chief Financial Officer at Rehmann

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“The great attraction of IRIS is that their solutions are built specifically for CPAs, so you’re not trying to fit a square peg into a round hole.”

Jack Wolford,Chief Information Officer at Schneider Downs & Co., Inc

Schneider Logo
“IRIS Star Practice Management software has not only meant a real improvement in our processes but has given us a whole new way of approaching things. For instance, we definitely look at billing differently now.”

Susan Behme,Revenue Cycle Manager at Schneider Downs

Let talk practice management

Got questions? Our practice management experts are here to help.

Whatever your firms’ needs, IRIS Star Practice Management and its modular approach can be configured to reflect your core capabilities. Start shaping a solution that fits your practice—talk to us today.  

Top tools to help your practice 

What operational gaps are affecting your firm? 

From conversations about paper-based processes, to breakout sessions exploring AI and automation, the accounting profession is straddling the old and the new worlds.  So, what’s holding firms back?  

Find out more from accountant Eva Mrazikova, or sign up to benchmark your firm against the leading operational standards. 

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Free resource

Level up your firm’s efficiency with practice management  

Growing your practice is essential, but it can be difficult to do more when it feels like you’re already stretched thin. Learn how the right practice management solution can help you do more with your firm by providing the resources you need to succeed 

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Frequently asked questions

Clear answers to common questions about practice management software. 

Absolutely. IRIS Star Practice Management ensures compliance across states, making it a perfect solution for firms with diverse geographical operations.  
Yes. IRIS Star Practice Management is highly configurable and integrates seamlessly with financial, CRM, and other third-party applications, including Microsoft Dynamics 365 Business Central. 
 
It also integrates with iChannel by IRIS document management software for seamless workflows across your practice. 
To ensure smooth onboarding, IRIS Star Practice Management offers consulting-led implementation, including configuration, data conversion, training, and adoption of best practice.
  
Time to implement will largely depend on the complexity of the implementation, size of firm and technology infrastructure. 

Automate, elevate, innovate

With IRIS Star Practice Management, all your operational needs are taken care of. We're experts in practice management. See how we can help meet your practice needs. 

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