Case Study: Shepherds Chartered Tax Advisers & Accountants achieves major time savings and streamlined tax & accounts with IRIS Software Group

IRIS solves a taxing problem for Shepherd’s Chartered Tax Advisers & Accountants

Shepherds Chartered Tax Advisers & Accountants, a rapidly growing Falmouth practice led by James and Loreen Shepherd, was losing productivity after an upgrade to their previous tax/accounts software doubled the time to produce client accounts and made branch reporting painfully complex. To address this, they switched to the IRIS Accountancy Suite from IRIS Software Group, implementing modules such as IRIS Accounts Production, IRIS Business Tax, IRIS Personal Tax, Practice Management, Time & Fees, AML, Company Secretarial and AutoMail.

IRIS Software Group migrated 99% of Shepherds’ 375-client data within four hours and delivered a single-database, integrated solution with one-click HMRC prepopulation, easy multi-branch reporting, and automated suite-wide updates. The move eliminated the prior inefficiencies (which had cost roughly £1,000 on a single client), sped up routine tasks, simplified timesheets and client look-up, and—backed by fast IRIS helpdesk support—generated measurable time savings that let the partners focus on client relationships.

Shepherds Chartered Tax Advisers & Accountants

James Shepherd

Chartered Tax Adviser