IRIS Software Group
361 Case Studies
A IRIS Software Group Case Study
SmallBiz Accounts, a growing Paignton practice serving independent traders, small businesses and personal tax clients, needed to expand efficiently and profitably through cloud technology. Founder Nathan Holmes adopted IRIS Software Group’s cloud solutions—IRIS OpenTax and IRIS OpenSpace—to improve collaboration, mobility and workflow across his sole-practitioner firm.
IRIS Software Group implemented an integrated IRIS OpenTax/IRIS OpenSpace workflow that provides secure document exchange, e-approval, automated dashboards and real-time status updates. The solution removed paper and postage costs, sped client approvals, saved significant time through automation and allowed Nathan to increase the volume of client work and revenues while keeping fees competitive.
Nathan Holmes
SmallBiz Accounts