This document provides an overview of tools and services to help accountants thrive in the digital economy. It outlines key areas like attracting, managing, and serving clients using social media, websites, and client management software. It also discusses advising clients through training and coaching. Ensuring regulatory compliance and providing back office assurance are mentioned as well. The document promotes specific software solutions from IRIS and outlines their features and capabilities. It details IRIS's roadmap for upcoming enhancements to products like KashFlow, Bureau Efficiency, and tools to help with Making Tax Digital requirements.

2. Thriving in the
Digital Economy

3. How to thrive
in the digital
economy

4. ATTRACT
• Social media
• Marketing
• Website

5. MANAGE
• Client Management
• Client On boarding
• Operations

6. SERVE
• Process
• Servicing
• Business Management

7. ADVISE
• Training
• Coaching
• Forecasting

8. ASSURANCE
• Back Office
• Compliance
• Government

9. SUCCEED
• Accounts Payable/ Receivable
• Practice Management
• Financial Reports

10. Blueprint to thrive
in the digital
economy

11.  AccountantGo
 OpenSpace
 IRIS Payments
 IRIS KashFlow
 IRIS Bureau Efficiency
 Remote payroll entry
 FRS Triennial Review
 GDPR
 MTDfB
 MTD VAT
 IRIS Connector
 UI / UX
 IRIS Analytics
 OpenLearning

12. Apple App Store
2m
Google Play
3.8m
Source: Deloitte Mobile Consumer Survey 2018 Source: Statista Q1 2018 Number of Apps Report
87%
Smartphones

14. Customisable
Brandable
Notifications
Messaging
Key client data
Connected Apps
Powerful micro-sites

18. 3,000
PRACTICES
c.500,000
CLIENTS

19. eSignatures
Bundle documents
Two-factor authentication
View all files

20. BACS DIRECT DEBITCHEQUE CASH

21. CHASING CLIENTS
71%
CREDIT CONTROL
44%
NO/LATE PAYMENT
37%
Source: IRIS Payments Survey 2018

23. IRIS Fees integration
Automated client reminders
Collect payments from major cards
Instant sign-up
No setup fee, no hidden charges

25. Enhanced customers and suppliers
New mileage module
New expenses module
Biometric login

26. ROADMAP Q4 ‘18 Q1 ‘19 Q2 ’19 Q3 ‘19
KASHFLOW
BOOKKEEPING
KASHFLOW
CONNECT
Batch VAT
Workflow
Management Reports
Multi-user
Batch Bank
Workflow
OpenBanking
Direct Bank Feeds
Alerts & Notifications
New UI / UX
Split Bank
Transactions
Enhanced Invoices,
Quotes, Purchases
KashFlow Go
Expenses & Mileage
MTD VAT
& Dashboard
Enhanced Invoice,
Quote Templates
Enhanced Reporting
*KashFlow roadmap outlines our direction and is not a commitment. Any dates and actual deliverables are subject to change

27. Bureau Efficiency
Remote Payroll Entry

28. Bureau Efficiency
Batch client reporting
Batch client payroll
Task checklists
Progress reporting
Alerts and warnings
IRIS OpenSpace integration

29. Create new starters and leavers
Update employee information
Enter hours worked
Send blank timesheets
Automated payroll process
Remote Payroll Entry

30. EARLY FRS
REGULAR ENHANCEMENT
Uncompromising focus on compliance

31. Uncompromising focus on compliance
 Password strength and composition
 Obfuscated passwords
 File encryption
 Audit trails
 Bulk delete
GDPR
REGULAR ENHANCEMENT

32. GDPR Advisor
Compliance Dashboard
To demonstrate where you are today and
where you need to be, as well as progress
made
Support and Advice
Help from experts when you need it most
GDPR qualified practitioners
Processes & Templates
Practical examples for you to tweak and
use as your own, all stored secured in the
cloud on your own portal
Readiness Assessment
No matter where you are on your
journey through GDPR – continually
assess your level of compliance
GDPR Advisor
Am I compliant?
How can I evidence it?
What process should I
follow?
Where can I get help?

33. 86% said MTD was happening too fast
HMRC delayed the roll out
MAKING TAX DIGITAL
MTD for VAT is just 6 months away

34. Pre-Pop

35. Pre-Pop
Income Tax Beta

36. Pre-Pop
Income Tax Beta
VAT Beta

37. Making Tax Digital for VAT
VAT Filer
CONNECT
Clients Agents

38. Making Tax Digital for VAT
VAT Filer
CONNECT
Clients Agents

39. TIMELY QUALITY DATA
Multiple sources and formats
Volumes set to grow

40. IRIS CONNECTOR
• Fast
• Efficient
• No re-keying data
• Reducing errors

41. IRIS CONNECTOR
• Fast
• Efficient
• No re-keying data
• Reducing errors

42. USER INTERFACE MODERNISATION
KEY DATA AT YOUR FINGERTIPS
FINDING KEY DATA FASTER

43. IRIS ANALYTICS
UNDERSTANDING YOUR KPIs
MANAGING BUSINESS PERFORMANCE

47. SELF HELP & ONLINE EDUCATION
IRIS OpenLearning
IRIS Help Centre

48. www.iris.co.uk/ideas
Your ideas matter!