This document outlines the agenda for a conference on thriving in the digital economy. It will include presentations on IRIS's product strategy, embracing future technologies, the future of tax and technology, what's new in IRIS, a countdown to MTD day, and an industry panel on thoughts about the future digital economy. There will also be exhibition areas and breaks for networking.

2. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
MORNING BREAK & EXHIBITION
WHAT CAN YOU EXPECT FROM TODAY?

3. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
LUNCH & EXHIBITION
WHAT CAN YOU EXPECT FROM TODAY?

4. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
Thriving in the Digital Economy – What’s new in IRIS
AFTERNOON TEA & EXHIBITION
WHAT CAN YOU EXPECT FROM TODAY?

5. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
Thriving in the Digital Economy – What’s new in IRIS
Countdown to MTD-day
Industry Panel – Thoughts on the future of the digital economy
WHAT CAN YOU EXPECT FROM TODAY?

6. IRISZone
PartnerZone
EXPO ZONE

7. THANK YOU TO OUR SPONSORS
support agency

8. IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
Thriving in the Digital Economy – What’s new in IRIS
Countdown to MTD-day
Industry Panel – Thoughts on the future of the digital economy
WHAT CAN YOU EXPECT FROM TODAY?
Thriving in the Digital Economy

9. We exist to
SIMPLIFY the lives of accountants
by making them more EFFECTIVE
and PRODUCTIVE

10. #1
COMPLIANCE HMRC Companies
House
ACCA ICAEW

11. Blueprint
to thrive in
the digital
economy

12. IRIS enables
this
blueprint for
success

13. 21,000+
Accountancy
practices

14. Earnie

15. 166
customers joined
20 year club
21,000+
Accountancy
practices
6m+
Largest 3rd party filer
with the Government
550+
accountancy employees
50+ dedicated support
The Sunday Times
Top Track 250
83
of the Top 100 UK
Accountancy practices
1,100+
new customers joined IRIS
in last 12 months
MTD #1
1st MTD submission

16. 51%NOMINEES
IRIS CUSTOMERS
"The 2018 Accounting Excellence Awards saw an unprecedented volume and quality of entries. To see 16 IRIS customers
shortlisted across 10 categories is real achievement and a great reflection on the IRIS user base. It's also as testament to
IRIS's capabilities as a technology partner in supporting Excellence in Practice"
Tom Herbert, Editor - AccountingWEB
78%WINNERS
IRIS CUSTOMERS

17. YEAR IN
R VIEW

18. CUSTOMER
EXCELLENCE
LOVE
IRIS
ACCELERATE
GROWTH
INDUSTRY
PIONEER
FAST-FORWARD
BUSINESS
Improving UI & UX
Snap OpenLearning
User Groups

19. YEAR IN
PR VIEW

20. CHALLENGES
TODAY
Regulatory
change

21. 0.6%
CAGR 2014-17
5.2%
CAGR 2011-14
5.6%
CAGR 2014-17
Sources:
AccountancyAge
IRIS
FRC
Is the volume of legislative change impacting your growth?
3.6%
CAGR 2011-14
5.1%
CAGR 2011-14
3.1%
CAGR 2014-17
Top-tier
(50+ FTEs)
454
Mid-tier
(10-49 FTEs)
16,000
Lower-tier
(0-9 FTEs)
55,000

22. Regulatory
change
CHALLENGES
TODAY
Technology
evolution

23. Where do you sit on the Technology Adoption Curve?
Progressive firms
50% of Accountancy market
are resistant to change
Change aware firms Status quo firms
“Straight away” “Wait for others to try first” “Wait until first update released” “Wait until replacement or mandate”

25. Regulatory
change
Technology
evolution
CHALLENGES
TODAY
Talent
gap

26. Industry & Commerce 5.1% 5.1%
Retired 2.4% 1.7%
Public Sector 4.1% 3.9%
Other 4.6% 1.0%
CAGR
2007-14
CAGR
2014-16
How do you attract the best talent?
In Practice 1.0% 1.0%
2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Sources:
FRC
ICAEW
ACCA Qualified Accountants, by Sector Type, 2007-16 (‘000)
93 102
190
287
1% CAGR

27. Regulatory
change
Technology
evolution
CHALLENGES
TODAY
Talent
gap
Service
delivery

28. Carving out your niche
18
Average #
service lines
by Top 50
>80%
Consulting
Mergers & Acquisition
>60%
Human Capital
People & Organisation
>90%
Assurance & Taxation
Payroll
Small Business Accounting
<40%
Risk & Transformation
Technology & Infrastructure
Cyber Security
<30%
Legal
Governance
<10%
Sustainability & Climate Change
Crypto-currency
Sources:
IRIS

29. Regulatory
change
Technology
evolution
CHALLENGES
TODAY
Talent
gap
Service
delivery

30. Practice as a Business
Compliance & Client-centric
High-street to Digital Highway

31. HERITAGE
STRAIGHT-
FORWARD LOVE IRIS
BRAVE AND
ACCOUNTABLE
GROWTH

32. HERITAGE

33. TIME
CUSTOMERS

35. TIME
CUSTOMERS

37. Team of certified GDPR experts
Teamed up with
Support & advice
Processes & templates
Readiness assessments
Compliance dashboard
GDPR Advisor
support agency

38. 21K+
CUSTOMERS
TIME
CUSTOMERS

39. #1 FOR MAKING TAX DIGITAL
Leading MTD Beta participant
Pre-population of key tax data
Quarterly filing / Periodic submissions
IRIS Digital Tax Hub
End of year submissions
1st vendor for MTD
1st MTD submission
Free MTD roadshows

40. Snap

42. Snap

44. VAT Filer
Connects to HMRC for previous
submissions & obligations
Import data via CSV & clipboard
Finalise & submit to HMRC
Liabilities & Payments on screen
Fully integrated with OpenSpace &
Practice Management

45. VAT FilerSnap

46. STRAIGHTFORWARD

47. 1:45
minutes
2:31
minutes
Average Speed of Answer
September 2017
FY18 target <3mins
Average Speed of Answer
September 2018
FY19 target <2mins
82%
First Call
Resolution
CUSTOMER SUPPORT

48. 85%
of UK population
use a smartphone
53%
use smartphone
whilst walking
79%
check their smartphone
in the hour before
going to sleep
Sources:
Deloitte 2017 Mobile Consumer Survey

49. The ‘hub’ for all client interactions
Customisable
Brandable
Notifications
Messaging
Key client data
Connected Apps
Powerful Micro-sites

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

52. Late/No
payments
Credit
control
Chasing
payment
37% 44% 71%
Sources:
IRIS survey
Payment Challenges

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

55. LOVE IRIS

57. Free eLearning
Learn at your own pace
Over 190 CPD accredited courses
Practice reports
OpenLearning

58. Tell us your ideas!
Vote on any idea
Get updates on ideas
HUNDREDS OF IDEAS
ALREADY LOGGED!
Browse to iris.co.uk/ideas
Ideas Portal

60. Dedicated team focused
on your success
Imparting 40 years of
experience
Enabling you to maximise
the value of IRIS

61. AWARD CATEGORIES
Small Firm
Medium Firm
Large Firm
Client Excellence
Advisory
Fastest Growing Firm
Best Use of Technology
Marketing Innovation
Bureau/Outsource Service
Accountant of the Year
Partner of the Year
Practice Manager of the Year
Graduate/Trainee of the Year

62. GROWTH

63. Sources:
IRIS survey
Expansion of value-added services in the next 5 years?
2022
48%
Value add
“How many hours do you
spend / expect to spend
on the following
activities?”
2017
32%
Value add
Value-added services Core compliance

65. Advisory service on practice transformation
10 focus areas to become a digital firm
Focus on strategies for each area
Workshops & consultancy
Delivered by IRIS and Farnell Clarke
Practice Advisory

66. Cloud-based, powered by MS Power BI
Comprehensive practice insight
Detailed interactive dashboards
Filter and drilldown into the data
Analysis of performance and whitespace
Fully integrated with IRIS Accountancy Suite

67. Teamed up with
100% of records reviewed
All UK audit rules embedded
AI learning rules
Identification of risk
Analysis of trends

68. BRAVE AND ACCOUNTABLE

69. Practice as a Business
Compliance & Client-centric
High-street to Digital Highway

70. CHANGE IS
INEVITABLE
GROWTH IS
OPTIONAL

71. #1
COMPLIANCE

72. Enabling your
digital
transformation

74. IRIS next phase
of evolution…

75. IRIS product strategy and how
IRIS will help your practice thrive

76. FARM TO FORK

77. Making Tax Digital
Dawn of a New Accountancy Era

78. Journey to the practice of tomorrow
ORGANIC
New user experience
Modern features
Ubiquitous access
Long development cycle
Desktop still preferred
Migration to new apps
EVOLVE
Co-exist with on-
premises
Unlock new features and
capabilities
User decides pace of
change
Roadmap focus on
future practice
Embrace existing on-
premise
Hard to do
BOLT-ON
Extended scope of
practice software
Ubiquitous access
Core apps remain on-
premises
Compromises
Familiar desktop
application available
remotely
Additional hosting costs
and complexity
Same on-premise apps
HOSTED

79. Welcome to Project Darwin
EVOLVE
Co-exist with on-
premises
Unlock new features
and capabilities
User decides pace of
change
Roadmap focus on
future practice
Embrace existing on-
premise
Hard to do

80. Project Darwin
Note: This presentation outlines our product direction and
is not a commitment to deliver products or services. Any
dates and actual deliverables are subject to change.

81. Practice Database
Access Control
Data sync
IRIS
Accountancy
Suite
Practice
Setup
User Management
Security & Reporting
Project Darwin
Note: This presentation outlines our product direction and
is not a commitment to deliver products or services. Any
dates and actual deliverables are subject to change.

82. Practice Database
Access Control
Data sync
IRIS
Accountancy
Suite
Practice
Setup
User Management
Security & Reporting
Project Darwin
Note: This presentation outlines our product direction and
is not a commitment to deliver products or services. Any
dates and actual deliverables are subject to change.

83. Access Control
Onboarding
Practice Database
Data sync
3rd Party
Connectors
Keytime
IRIS
Accountancy
Suite
PTP
e.g.
Artificial
Intelligence
e.g.
Analytics
e.g.
Bookkeeping
Active
Directory
Office 365
e.g.
Practice
Management
Time
&
Fees Company
Admin
Accounts
Tax
AML & KYC
Contact
Management
Client
Comms
Staff
Planning
Document
Management
Jobs/
Tasks
Practice
Setup
User ManagementMulti-site data sync
Provisioning
Security & Reporting
Service Monitoring
Licensing & Billing
Project Darwin
Note: This presentation outlines our product direction and
is not a commitment to deliver products or services. Any
dates and actual deliverables are subject to change.

85.  Registered for the IRIS Hub in IRIS Accountancy Suite
 IRIS Hub Homepage and dashboard
 Synchronisation of clients data within IRIS Hub ‘Client tab’
 Edited a client in the IRIS Hub and seen the client sync on
IRIS Accountancy Suite
Project Darwin

86. Help shape project Darwin
Customers can participate several ways to engage with project Darwin
Customers and
partners who will
help shape the
products and
platform by
providing their
requirements and
feedback in our
design phases.
1.DESIGN
Customers
prepared to test
drive the products
and platform
before general
release, giving us
feedback to deliver
better products.
2.TEST
Customers who
want to get hands
on the new
applications early
ahead of the
crowd through our
project Darwin
insider
programme.
3.ADOPT
Customers or
partners looking to
build or integrate
their own
solutions using the
Darwin API and
integration kit.
4.DEVELOP
Want to join the project Darwin customer programme? Email: projectdarwin@iris.co.uk

87. Project Darwin FAQs
Is it going to be called Darwin?
When can I get it?
What products are coming first?
How much will it cost?
Will you migrate me off my desktop applications?
Are you stopping development of desktop apps?
Can I integrate my own apps and services to Darwin?
How can I give my requests and provide feedback?
How long will it take for project Darwin to be feature parity with IRIS?
When will you retire IRIS?
What you need to know about project Darwin
1
2
3
4
5
6
7
8
9
10

88. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
LUNCH & EXHIBITION
COMING UP AFTER THE BREAK

89. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
Thriving in the Digital Economy – What’s new in IRIS
AFTERNOON TEA & EXHIBITION
COMING UP AFTER LUNCH

90. Thriving in the Digital Economy
IRIS product strategy & how IRIS will help your practice thrive
Embracing future technologies
The future of tax & technology
Thriving in the Digital Economy – What’s new in IRIS
Countdown to MTD-day
Industry Panel – Thoughts on the future of the digital economy
COMING UP THIS AFTERNOON

91. IRISZone
PartnerZone
EXPO ZONE