Select each video to help you get the most out of IRIS Elements.
Title
Description
General
Get started
A brief tour around the system and an introduction to the most common tasks you'll perform in IRIS Elements.
Explore the dashboard
A brief tour around IRIS Elements' home page and how you can tailor it to suite your needs.
Adding users
A step-by-step guide to adding users to your IRIS Elements setup.
Add practice details
A step-by-step guide to adding your practice's details to IRIS Elements
Add new clients
A step-by-step guide to adding clients to IRIS Elements
Importing client records
A step-by-step guide to importing client records into IRIS Elements
IRIS Elements Practice Management
How Practice Management works
An introduction to IRIS Elements Practice Management
Email and text messaging
An introduction to the email and text messaging feature of IRIS Elements Practice Management
Set up services and jobs
A step-by-step guide to services and jobs in IRIS Elements Practice Management
Manage jobs and tasks
A step-by-step guide to jobs and tasks in IRIS Elements Practice Management
Task completion
A step-by-step guide showing how to complete IRIS Elements Practice Management tasks
IRIS Elements Tax
Get started with tax
An introduction to IRIS Elements Tax
Set HMRC and MTD connections
A step-by-step guide to connecting IRIS Elements Tax with HMRC.
Submit a personal tax return
A step-by-step guide to creating and submitting a personal tax return with IRIS Elements Tax
Submit a business tax return (without accounts)
A step-by-step guide to creating and submitting a business tax return with IRIS Elements Tax
Submit a partnership tax return
A step-by-step guide to creating and submitting a partnership tax return with IRIS Elements Tax
IRIS Elements Trust Tax
Submit a trust tax return
A step-by-step guide to creating and submitting a trust tax return with IRIS Elements Trust Tax
IRIS Elements VAT Filer
Submit a VAT return
A step-by-step guide to creating and submitting a VAT return with IRIS Elements VAT Filer
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