Case Study: Sinclair Scott achieves greater efficiency and goes paperless with IRIS Software Group

Proof that any size of practice can go paperless

Sinclair Scott, a 4-partner, 13-staff accountancy firm in Ayr, Scotland, needed a better way to manage growing paperwork after a merger and space constraints made their spreadsheet-based job tracking increasingly impractical. They turned to IRIS Software Group and its IRIS Practice Management software to support a move toward a more organized, paperless workflow.

IRIS Software Group helped Sinclair Scott scan incoming mail into the system, link documents directly to client records, streamline outgoing correspondence with IRIS AutoMail, and improve task planning and reporting. The firm says it has halved the number of files stored, improved efficiency and customer service, and can now access up-to-date client information from a single screen across the team.

Sinclair Scott

Andrew

Accounts and Tax Software