IRIS KashFlow for Accountants

A fully brandable integrated management system designed for accountants and their clients.

Software solutions for you and your clients

KashFlow is a powerful online bookkeeping and payroll solution for accountancy firms and their small business clients.

Combined with IRIS Software – which runs 17,000 accountancy firms across the UK, we offer a completely integrated platform for your business. Our solution provides you with a total 360 degree view of your practice and each of your client relationships and is a key step in your digital journey as you implement HMRC’s Making Tax Digital strategy.

Solutions for your SME clients:

Leading Functionality

KashFlow is the leading cloud bookkeeping, Auto Enrolment and payroll solution for businesses, giving your clients complete financial visibility.

Three Editions

Not all businesses are created equally, and your clients will have different needs. That’s why there are three scalable editions of KashFlow, so you can choose the one that meets your clients’ needs.

Cloud Documents & Approvals

It’s quick and easy to publish your completed work for your clients to view online. Whether that’s tax, accounts or other correspondence, your clients will enjoy their own online document repository so they can easily access and approve paperwork.

Solutions for Accountants:

KashFlow Bookkeeping & Payroll

Your clients’ bookkeeping and payroll data is stored securely online, so you can collaborate in real-time, share information and have 24x7 visibility of your clients’ financial health.

Brandability

Your customers are loyal to you, so you want their online experience to reflect your own brand and style. KashFlow can be configured to match the look and feel of your own website and brand.

Complete control

KashFlow gives you ultimate control through KashFlow Connect for accountants. Manage your customer’s KashFlow experience, share reports and add subscribers. It’s your own ‘mission control’ for KashFlow.

Integration with IRIS

17,000 accountants already enjoy using IRIS for their compliance work, tax, accounts, company administration, practice management, document management and approvals, plus much more. KashFlow integrates into the IRIS accountancy platform, giving you a complete picture of a client’s business, including all work carried out to prepare tax and accounts, as well as their real-time bookkeeping data in KashFlow.

The UK’s most complete accountancy suite

After 37 years spent serving UK accountants, IRIS provides the most integrated and comprehensive suite of solutions for accountants to run their business. This is already saving UK accountants an average of 22 hours per person per month, compared to other providers. These benefits are extended through its integration with KashFlow.

Brand Your Accounts and Manage Your Clients Using KashFlow Connect

Manage client information
  • Exporting data in a wide range of formats (including Sage and Digita) is simple.
  • Securely upload files, from a Certificate of Incorporation to tax returns, to your clients’ accounts, which you can both access.
  • Attach annual reminders to each client when they log in to prompt them about upcoming deadlines such as P11d and Class 1A NIC payment dates. These can also be emailed to you as a reminder.
  • The ability to limit client access to certain features of KashFlow e.g. Chart of Accounts, reports, etc. when you set them up for a trial.
Monitor client activity

From the KashFlow Connect dashboard, accountants can:

  • See when each client last logged into their KashFlow account, and how many times they have done so
  • Get a quick overview of each client’s business performance
  • View graphs and charts showing client P&L, monthly turnover and income by customer
  • Create reports that consolidate data for a range of clients
  • View client accounting data as it’s being updated (no more shoeboxes of paperwork or emailed data!)
Customise connect
  • Co-brand your clients’ KashFlow accounts with practice logos and brand colours. This helps them build client loyalty and increases the perceived value of services provided
  • Allow clients to log in to KashFlow via your practice website
  • Receive branded login and registration pages that require no set-up
  • Customise clients’ KashFlow dashboards
  • Automate and customise emails to notify clients of things like overdue invoices
  • Customise your welcome emails and the ‘Getting Started’ guides that your clients receive when they first create a KashFlow account

Achieve fast and effective data entry into KashFlow, even when you’re offline, using Rapidfire.

Join the IRIS KashFlow Partner Programme

The IRIS KashFlow Partner Programme allows accountants to gain better control of their clients’ accounting data, develop stronger and improved working relationships with clients, and support practice growth. Find out more about out Partner Programme.

IRIS KashFlow Connect is completely free.

Get Started