Case Study: AJ Wheeler achieves streamlined accounting and improved client service with IRIS Software Group

How IRIS Helps AJ Wheeler Work Smarter, Serve Better, and Grow Confidently

AJ Wheeler, a chartered accountancy firm with around 30 staff across the South Coast of England, faced the challenge of standardising processes and improving client service after acquiring offices that used different software. To streamline operations, stay compliant and prepare for Making Tax Digital (MTD), they turned to IRIS Software Group and adopted the IRIS Accountancy Suite.

IRIS Software Group implemented the IRIS Accountancy Suite (with IRIS OpenSpace in use and plans for IRIS Elements cloud) to centralise VAT, Personal Tax and Accounts Production workflows. The integrated modules, responsive helpline support and features like the smart tax calculator and interactive reporting have cut repetitive tasks, sped up reporting and enabled digital client sign-off, helping the 30-person firm move away from paper and position itself confidently for MTD.

AJ Wheeler

Munaf Salman

Accounting Team Manager