Getting Ready for the Busy Season

Using our Outsourcing Team

Tax Checklist

P60

Interim Dividend Voucher

Final Dividend Voucher

Master Control Sheet

Challenges we face at busy season

Time spent chasing clients for data

Extra pressure on fee’s

Additional compliance requirements

Employing the right team members for the right jobs

Agenda0102030405

Reporting and TrackingTop tips for Personal Tax Document Exchange Benefits of OutsourcingQ&A

Reporting and TrackingGareth Charles

Job tracking - make sure you process the right returnsHow are you currently tracking your Personal Tax jobs, or any job ?

Excel Paper Memory

Practice Management - What’s it for?

Tracking current jobs and plan for future ones

Who is working on what?

Find additional revenue from existing clients

Foresee any potential pitfalls

Individual view or Central control

Practice Management - Workflow Profile

Stages defined by you

Links into IRIS Personal Tax

As many or few as you’d like

Helps spot bottlenecks or short falls in work

Practice Management - Workflow Reporting

Updated automatically through the Staff Control Panel

Linked directly to IRIS Personal Tax

Real Time updates (no refresh)

Can be filtered and tailored

Saved for the business as a whole or by partner or department

Top Tips for Personal TaxGareth Charles

How to get the most from IRIS Personal Tax

Dividend Database

Company Secretarial

P11d’s

Payroll

Document ExchangeGareth Charles

Document Approval – Manual Workflow

Accountant

Accountant

Your Clients

Document Approval – Manual Workflow

Accountant

Accountant

Your Clients

Document Approval – Portal Workflow

Accountant Your Clients

Accountant

Secure Document Exchange

Accountant Your Clients

User experience

The power of IRIS OpenSpace

True SaaS software

Taking the best of the cloud and marrying it to the best of desktop software.

Electronic approval of documents directly through compliance modules

Enhances the reputation of the practice: forward thinking

Free* to all UK Accountants

Customer self service

* 1GB limit per firm

Outsourcing Matthew Elliott

Resourcing service: Benefits

Access to staff for only the jobs you have a requirements for

Help to improve margins on lower fee work

Help with long term sick, maternity cover or recruitment issues

Move staff to job with higher charge out rate

Cloud resourcing portal

Users experience: Outsourcing

Growth via existing clients & networking

Main service year-end accounts

Support the practice goal of paper reduction

Users experience: Outsourcing

Growth Via M & A Route

Main Services, Payroll, Year-end Accounts

Support the practice goal of paper reduction

IRIS Resourcing pricing

Resourcing summary

IRIS trained staff with a track record of success with over 10 years experience.

Scalable, flexible solution with ISO 9001 compliant processes

Popular services Bookkeeping, Year-end Accounts, Payroll, Personal Tax,.

In summary

Enhanced visibility on current and future Jobs

Quicker turnaround on jobs, due to the reduction in paperwork

Access to a pool of bookkeepers and accountants to process work in a timely fashion

For further information:

0844 815 5550

iris.co.uk/resourcing

iris.co.uk/openspace