Case Study: Richard Morgan and Company achieves maximised return on investment and streamlined workflows with IRIS Software Group

Richard Morgan and Company maximises return on investment with IRIS training

Richard Morgan and Company, a six‑person accountancy practice in Surbiton led by Richard Morgan, faced the challenge of maximising return on investment from long‑standing IRIS software by ensuring the team used its full capabilities. Working with IRIS Software Group, the practice relies on the IRIS Accountancy Suite and has begun adopting cloud and online tools such as IRIS OpenSpace to modernise compliance and client collaboration.

IRIS Software Group delivered a consultative, tailored solution — including an initial five days of on‑site training (with a further four days booked), migration to hosted/cloud services and rollout of IRIS OpenSpace and integrated modules like Time & Fees and IRIS Docs. The result was measurable: better use of practice management tools, elimination of duplicate data entry, streamlined online document exchange and approvals, reduced time spent churning work‑in‑progress (Richard expects to “get weekends back”), and improved capacity for business planning and workload control.

Richard Morgan and Company

Richard Morgan

Richard Morgan and Company