Case Study: Duncan & Toplis achieves streamlined workflows and MTD readiness with IRIS Software Group

Duncan & Toplis leads from the front with IRIS

Duncan & Toplis, founded in 1925 and one of the largest independent chartered accountancy firms in the East Midlands with 11 offices and around 400 people, needed to build on its heritage while keeping personal client service as regulatory and digital demands changed. To meet challenges such as Making Tax Digital and more efficient client workflows, the firm adopted solutions from IRIS Software Group, including the IRIS Accountancy Suite (IRIS Accounts Production, IRIS Practice Management, IRIS AutoMail, IRIS Personal, Business & Trust Tax, IRIS Connector, VAT Filer and other modules).

IRIS Software Group implemented an integrated, single‑database suite with connectors to third‑party cloud bookkeeping and automated submission tools, streamlining workflows and reducing manual data entry. The solution now supports over 15,000 clients across the firm, frees staff to handle exceptions rather than routine processing, delivers substantial time savings, and positions Duncan & Toplis for compliance changes like Making Tax Digital while enabling ongoing product alignment through regular collaboration with IRIS Software Group.

Duncan & Toplis

Ian Phillips

Deputy Managing Partner