Examples of
real practice management software

Solutions from IRIS

IRIS Accountancy Suite Practice Management

If your firm already uses IRIS Accountancy Suite (or IRIS Cloud Accountancy Suite) for accounts production, business tax, or personal tax, then its Practice Management module is your natural first consideration. This is because it integrates with the tools you’re already using.

With this module, you get:

A single, customisable CRM dashboard covering jobs,
tasks and clients
One-off and recurring tasks organised by client, job ID,
WIP status, or priority
Automation that re-generates recurring work and sends
scheduled client emails – all with the right data pulled in.

Established firms already invested in IRIS Accountancy Suite who want practice management that slots straight into their existing compliance workflow.

Best fit:

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IRIS Elements Practice Management

IRIS Elements is our wholly cloud-based platform. Like its longstanding Accountancy Suite cousin, it has the same single-client-record approach but accessed from anywhere through your browser. If you have IRIS Elements, then this is the first solution to consider.

The Elements platform is fast-growing, modular and tiered – “Essentials” is for smaller practices and startups, “Professional” is for mid-tier firms, and “Enterprise” is for those with more complex clients. That means you only pay for what you need and scale up when the time comes. If you’re a small firm, then there’s also a 30-day free trial, which is a low-risk way to test it against your real workflow before committing.

Firms that want a cloud-built solution, value remote access and easy onboarding, and want to scale up in the future. Although part of the IRIS Elements ecosystem, you can use this software with IRIS Accountancy Suite.

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Best fit:

IRIS Firm Management (IFM)

IRIS Firm Management is different from the other two options. It’s more about tracking where time and money go than about team management. As such, some firms use it exclusively, while others opt to use it alongside ground-level, team-focused software.

Launched for mid-to-large UK firms in 2026, IFM is a financial-control layer that sits on top of your compliance software.

It brings time and fees, billing, WIP management, scheduling, and financial reporting into one platform, giving partners and practice leaders real-time visibility of utilisation, capacity, scope creep, and margin erosion.

You can bill on a time, fixed or value basis, raise and send bills automatically as soon as work is completed, and track profitability by client or by job. Using IFM, you can finally see which clients actually make you money rather than simply who pays the biggest fee.

Mid-to-large firms that have the front-end workflow broadly under control but need greater financial insights to grow sustainably.

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Best fit:

Case study: IFM in action

Morgan Griffiths LLP, a long-standing IRIS customer, migrated to IFM after years on our desktop solutions. As Manager Andrew Hunt put it: “Billing can be such a time suck… These things should be super simple to do, and we’ve definitely achieved that now. That’s the biggest success of IFM for us so far.”

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