ON-DEMAND WEBINAR

IRIS Elements: Cloud Practice Management for Accountancy Suite Customers

About this webinar:

Join our experts to learn how customers of the IRIS Accountancy Suite can leverage our Hybrid by Design philosophy to manage client work and team workloads, using Elements Practice Management in the cloud.

This webinar includes a live demo of the suite.

What is covered:

  • Client record
  • Jobs & tasks list (inc board view)
  • Setting up jobs - highlighting automated emails and filters
  • Email capture
  • Xero integration and advisory
  • Capitalise

Speakers:



Eva Mrazikova

Senior Manager, Accountancy Sales, IRIS Software Group


Paul Onions

Product Director, IRIS Software Group

 

Rob Millen

Product Management Manager, IRIS Software Group

 

Mark Elley

Product specialist, IRIS Software Group


Eva Mrazikova (Moderator)

Accountancy Market Specialist, IRIS Software Group

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