IRIS Elements video library

Getting started

Welcome to IRIS Elements, a cloud-based accountancy platform with a centralised client list. Let's go through setting up your system.

Intended audience	Administrators of IRIS Elements All users of IRIS Elements
Total number of videos	6 videos
Total playlist length	00:13:06 (13 minutes, 06 seconds)
Closed captions included?	English only

Client management

Your introduction to the centralised client list, a key feature of IRIS Elements.

Intended audience	Administrators of IRIS Elements All users of IRIS Elements
Total number of videos	6 videos
Total playlist length	00:29:00 (29 minutes, 00 seconds)
Closed captions included?	English only

Keeping your practice compliant

IRIS Elements Anti Money Laundering helps keep your practice compliant with anti-money laundering regulations for the UK.

Intended audience	All users of IRIS Elements Anti Money Laundering The practice's MLRO
Total number of videos	12 videos
Total playlist length	00:25:30 (25 minutes, 30 seconds)
Closed captions included?	English only

Manage jobs and tasks

IRIS Elements Practice Management helps you manage your practice's workload. Organise and automate tasks, and set up workflows to help your team manage client priorities.

Intended audience	All users of IRIS Elements Practice Management
Total number of videos	5 videos
Total playlist length	00:24:06 (24 minutes, 06 seconds)
Closed captions included?	English only

Producing accounts

IRIS Elements Accounts Production helps you keep the accounts you produce compliant. Use it to prepare final accounts from a trial balance, either manually or by importing figures, before submitting them directly to Companies House.

Intended audience	All users of IRIS Elements Accounts Production
Total number of videos	11 videos
Total playlist length	00:23:00 (23 minutes, 00 seconds)
Closed captions included?	English only

Running ID checks

IRIS Elements Anti Money Laundering Checks allows you to run individual and bulk ID checks for UK-based clients and prospects, and individual checks for those based internationally.

Intended audience	All users of IRIS Elements Anti Money Laundering Checks
Total number of videos	6 videos
Total playlist length	00:11:10 (11 minutes, 10 seconds)
Closed captions included?	English only

Submit tax returns

IRIS Elements Tax supports personal, corporation, and partnership tax. If you product tax returns for trusts, use IRIS Elements Trust Tax. IRIS Elements VAT Filer includes the ability to file VAT returns with HMRC.

Intended audience	Administrators of IRIS Elements Tax, IRIS Elements Trust Tax, IRIS Elements Tax and Accounts, and IRIS Elements VAT Filer All users of IRIS Elements Tax, IRIS Elements Trust Tax, IRIS Elements Tax and Accounts, and IRIS Elements VAT Filer
Total number of videos	7 videos
Total playlist length	00:27:10 (27 minutes, 10 seconds)
Closed captions included?	English only