The client record

Client records hold information about your clients. This information is stored in a series in themed tabs.

The tabs you see will vary depending on which IRIS Elements products you're subscribed to. On this page, you'll find pages that explain what each of the tabs contain, grouped by product.

Tabs available to all Elements customers

Tabs available to AML customers

Tabs available to Tax, Tax & Accounts and Accounts Production customers

Tabs available to Practice Management customers