Case Study: Robin Oatridge & Co achieves efficient management of 1,000 clients and reduced admin costs with IRIS Software Group

Robin Oatridge & Co manages 1,000-strong client base with IRIS

Robin Oatridge & Co, a 15‑staff chartered certified accountancy practice based in Bamber Bridge, manages over 1,000 clients and had been hampered by disparate, non‑integrated software that required repeated manual data entry, causing errors and wasting staff time. In 2004 they moved to the IRIS Accountancy Suite from IRIS Software Group to centralise data and address these operational challenges.

IRIS Software Group implemented the integrated IRIS Accountancy Suite—covering accounts, business and personal tax, company formations and secretarial, Time & Fees, AutoMail and Practice Management—so data entered once flows across all modules. The solution eliminated duplicate entry, streamlined non‑fee administration, brought company formation in‑house (now possible in a couple of hours), improved billing capture and cash flow, reduced costs and supported the firm’s growth to a 1,000‑strong client base while easing compliance such as iXBRL.

Robin Oatridge & Co

Paul Woodburn

Director