A timeline of the upgrade and migration process

On this page:

 Next page: Planning your migration

Your invite to upgrade depends on a number of factors, including which PTP products you subscribe to.

If you haven't been invited yet but would like to upgrade to Elements, you can register your interest and a member of the team will get back to you. Use the eligibility bot on our website to check if you are able to migrate.

Once you have been invited to migrate, what happens next?

  1. We will call you to discuss your new IRIS Elements account. We will access your migration journey and advise on anything you need to do or plan for before you begin. We will also discuss your options with the level of support you need during the upgrade.

  2. On a date that works for you, our team will create your new IRIS Elements account. You will receive an email with instructions on how to log in.

    You will also receive an email inviting you to the IRIS Service Community - this is our online support portal. Please follow the instructions in the email to make sure you can contact support if needed. You can find out more about the IRIS Service Community on this page - Get help and support.

  3. At this point, you can start to learn about using IRIS Elements.

    • Go to the IRIS ElementsWelcome Hub to learn more about the platform.

Migrating your data to IRIS Elements

Once you are set up with your new IRIS Elements account, you can start to migrate your data from PTP. Below is a brief overview of this process, there is more detailed information on following pages in this help centre.

  1. You’ll need to do some data preparation before you start migrating your clients. This will involve making your existing client records as complete as possible.

  2. We’ll provide you with a piece of software to download onto your computer. This software creates a connection between your PTP software and IRIS Elements.

  3. Once the connection is established, you can migrate client records and relationships, tax and/or accounts data, and VAT obligations into IRIS Elements. You can migrate all your records at once, or you can migrate them one at a time or in batches - whatever works for you.

  4. Once all your data is migrated, you are ready to start using IRIS Elements fully!

Next page: Planning your migration