Case Study: CGA in York achieves a paperless, streamlined practice with IRIS Software Group's IRIS Docs

Digital trailblazer CGA supercharges practice efficiency with paperless office

CGA, an eight‑person accountancy practice based near York led by Chelle Thirsk, wanted to go fully paperless but lacked a centralised system to store, search and protect key documents. After reviewing the market, CGA chose IRIS Docs from IRIS Software Group (integrated with IRIS Practice Management and the IRIS Accountancy Suite) to underpin its paperless strategy and improve day‑to‑day efficiency and compliance.

IRIS Software Group delivered IRIS Docs as a searchable, secure document management platform with automated saving from tax and email systems, full audit trails for GDPR, and tight integration with practice management workflows. The solution dramatically sped up document retrieval, reduced printing and storage, tightened security, cut manual work through automation, improved deadline control with workflow reporting, and produced significant time and cost savings—providing CGA with a clear return on investment.

CGA

Claire Barnard

Manager