Case Study: PML Accountants achieves streamlined client collaboration and paperless, secure workflows with IRIS Software Group

PML Accountants streamline client collaboration with IRIS online solutions

PML Accountants, a Port Talbot practice working with clients from sole traders to large manufacturers, needed to apply time‑saving technology to clients’ bookkeeping and speed up communications. They turned to IRIS Software Group, implementing KashFlow, IRIS OpenSpace and the IRIS Accountancy Suite to provide secure online bookkeeping, document exchange and compliance tools.

IRIS Software Group’s solutions let PML onboard clients to KashFlow in as little as 15 minutes, give shared real‑time access to records via IRIS OpenSpace, and maintain statutory compliance through the IRIS Accountancy Suite. The firm now has approaching twenty clients on KashFlow, has minimised paper processes (including payslips via IRIS OpenPayslips), improved security of document exchange and achieved faster, more efficient client collaboration.

PML Accountants

Phil Lewis

Managing Partner