IRIS Elements Practice Management is available on monthly and annual subscription plans. To get a free trial or purchase a subscription plan, go to the IRIS Elements Marketplace.
User limits
As part of your subscription plan, you can purchase licences for the number of users who can access IRIS Elements Practice Management. Access is granted through the Manage Users page in your Marketplace account.
Features
IRIS Elements Practice Management is split into Essentials and Professional editions.
| Feature | IRIS Elements Practice Management Essentials | IRIS Elements Practice Management Professional |
|---|---|---|
| CRM capabilities (including synchronising with IRIS Accountancy Suite |
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| Highly configurable workflow engine |
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| Email and text messages automation |
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| Client portal (includes electronic signatures and client questions and answers) |
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| Microsoft Outlook™ integration |
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| Companies House integration |
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| Migration of job and service templates from IRIS Accountancy Suite |
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| Migration of client work items from IRIS Accountancy Suite |
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| Synchronise IRIS Accountancy Suite to IRIS Elements smart tasks |
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| Synchronise IRIS Elements compliance work to IRIS Elements smart tasks |
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| Firm management add-ons |
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