About this webinar:
Join us to explore IRIS Elements and see first-hand the advantages of having only ONE client list!
We’ll cover a detailed end-to-end walkthrough of the Elements platform, from onboarding your client to AML checks and managing your practice.
IRIS Elements is the new, end-to-end, integrated, MTD-ready cloud-based accountancy solution. It’s built around one client list for ease of use and gives you access to software that helps you manage your practice, your team, and your clients.
This demo includes Proposal manager, AML, and Practice Management. All from the IRIS Elements platform, saving you mountains of time.
Agenda:
- Creating a proposal
- AML checks
- Risk Assessment
- Uploading client ID’s
- Suspicious activity
- Practice Compliance
Speakers:
Eva Mrazikova
Senior Manager, Accountancy Sales, IRIS Software Group
Steve Murray
Product Specialist, IRIS Software Group
Samantha Tennakoon
External Stakeholder Engagement, HMRC Making Tax Digital Programme
Gillian O'Dea CA
Director, J H Greenwood and Company
Eva Mrazikova (Moderator)
Accountancy Market Specialist, IRIS Software Group
