iChannel Document Management

3 reviews

iChannel provides the single pane of glass from which users can view and access documents from anywhere at any time. iChannel provides the company with standardization, version controls and the ability to administer retention policy.

Staffology HR

3 reviews

Cloud HR software powered by smiles. Staffology HR software brings together the heart and science of a happy business to help you grow and maintain a positive culture while achieving your business goals. Staffology HR enables you to manage and motivate your people better with Staffology HR. Fully customisable cloud HR software tailored to your business, it enables you to help your employees feel better connected, engaged and rewarded, show you care by getting the important details right and gain clear visibility of HR successes and improvements.

IRIS FMP | Global Workforce Management

2 reviews

As a leader in global payroll services, IRIS ensures that your international workforce is paid accurately and promptly, maintaining full compliance with local regulations. This frees business owners and senior leaders to focus on strategic growth and expansion.

Payroll Professional

2 reviews

Payroll Professional provides everything that you would expect from a payroll solution and more.

iChannel Client Portals

1 review

iChannel Portal allows for secure, bi-directional sharing of files between you and your clients.

IRIS | Practice Engine

1 review

IRIS Practice Engine is a practice management system created specifically for professional service firms and their client relationships. Created by and for accountants, it is built with insights into your key metrics, which give you the clarity and confidence to make better business decisions. IRIS Practice Engine is a single system that can replace up to six applications a firm may be using. It’s comprised of Time and Expense Entry, Billing, CRM, Project Management (Workflow), Scheduling, Collections and Reporting functionalities.

IRIS Firm Management

0 reviews

IRIS Firm Management is a comprehensive, cloud-native software solution designed to streamline operations for accounting and CPA firms. By integrating practice management, document management, workflow automation, and advanced analytics into a single platform, it provides real-time insights and enhances firm-wide efficiency. This unified approach enables firms to proactively manage resources, improve client engagement, and drive sustainable growth. Key Features and Functionality: - Practice Management: Centralizes client information, tracks tasks, schedules resources, and manages billing processes, ensuring seamless operations across the firm. - Document Management System (DMS: Simplifies the storage, organization, and retrieval of critical documents, ensuring compliance with regulatory requirements. Features include automated document retention, template forms for consistency, detailed audit trails, and secure, encrypted file sharing with clients. - Advanced Reporting and Dashboards: Offers customizable reports and interactive analytics dashboards, providing real-time insights into key metrics such as client data, accounts receivable, and work-in-progress. Drag-and-drop tools and filtering options facilitate data analysis and visualization. - Workflow Automation: Automates routine tasks, enhancing efficiency and reducing manual errors. This includes automated billing, scheduling, and task management, allowing staff to focus on higher-value activities. - Enhanced User Experience and Data Controls: Features streamlined hierarchical menus for improved accessibility, period-lockdown capabilities to safeguard financial data integrity, and cloud-based receipt storage for simplified setup. User preferences can be tailored to create personalized workflows. - Streamlined Client Onboarding: Provides a configuration management component with numerous options and ready-to-use templates, enabling personalized implementations without disrupting existing workflows. Primary Value and Problem Solved: IRIS Firm Management addresses the complexities faced by modern accounting firms, such as managing multiple legacy systems, ensuring regulatory compliance, and meeting increasing client demands. By offering a unified, scalable platform with real-time data visibility, it empowers firms to make informed decisions, optimize resource allocation, and enhance client relationships. This holistic solution reduces operational inefficiencies, mitigates the risks associated with disparate systems, and supports firms in achieving sustainable growth.

iChannel Workflow Management

0 reviews

View project progress on one screen and utilize team resources efficiently.

IRIS Lease Accounting

0 reviews

Innovative, intuitive Lease Management and Lease Accounting Software and Services. Fully complaint with IFRS 16 and FASB Topic 842.