Case Study: Gardners Accountants achieves automatic email management and instant document retrieval with IRIS Software Group's IRIS OpenDocs

Gardners benefit from improved email management with IRIS OpenDocs

Gardners Accountants, a 19-strong chartered accountancy practice based in Holywell, North Wales, was struggling with paper-based files, off-site archives and long retrieval delays of up to 24 hours. After seeing IRIS OpenDocs at IRIS World, Gardners chose IRIS Software Group’s document management solution to replace growing physical storage and improve email retention and client-file visibility.

IRIS Software Group implemented IRIS OpenDocs with training and support, fully integrating it with Gardners’ IRIS Accountancy Suite so emails tied to client records are filed automatically. The result: retrieval times dropped from up to 24 hours to seconds, 50% of documents were already captured through the existing IRIS setup, email audit trails and shared access improved client service, and the practice moved to a paper-free workflow, freeing office space.

Gardners Accountants

Melanie Langton-Davies

Director