Set up your system

We are happy you have decided to trial IRIS Elements.

Get started

Let us help you get started by completing the setup tasks: 

1. Set up accounts for your employees.
2. Enter your practice details.
3. Start adding your clients.
4. Add Companies House and HMRC credentials.
5. Manage your billing details and subscriptions for IRIS Elements products.

Did you know?
We've also created a video to introduce the important aspects of IRIS Elements.

Before you start using IRIS Elements

There are a few tasks you might want to complete after setting up your practice to help manage your IRIS Elements experience: 

• Make IRIS Elements your own by customising the home page
• Edit your account profile
• Learn how to manage your practice
• Make sure your practice is compliant

What's next? 

Now that you have set up your practice and started using IRIS Elements, find out more about the products available.

If you have any further questions, you can get help and support.