IRIS World 2018 - Keynote 3 - Thrive in the Digital Economy
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This document provides an overview of tools and services to help accountants thrive in the digital economy. It outlines key areas like attracting, managing, and serving clients using social media, websites, and client management software. It also discusses advising clients through training and coaching. Ensuring regulatory compliance and providing back office assurance are mentioned as well. The document promotes specific software solutions from IRIS and outlines their features and capabilities. It details IRIS's roadmap for upcoming enhancements to products like KashFlow, Bureau Efficiency, and tools to help with Making Tax Digital requirements.
IRIS World 2018 - Keynote 3 - Thrive in the Digital Economy
- 2. Thriving in the Digital Economy
- 3. How to thrive in the digital economy
- 4. ATTRACT • Social media • Marketing • Website
- 5. MANAGE • Client Management • Client On boarding • Operations
- 6. SERVE • Process • Servicing • Business Management
- 7. ADVISE • Training • Coaching • Forecasting
- 8. ASSURANCE • Back Office • Compliance • Government
- 9. SUCCEED • Accounts Payable/ Receivable • Practice Management • Financial Reports
- 10. Blueprint to thrive in the digital economy
- 11. AccountantGo OpenSpace IRIS Payments IRIS KashFlow IRIS Bureau Efficiency Remote payroll entry FRS Triennial Review GDPR MTDfB MTD VAT IRIS Connector UI / UX IRIS Analytics OpenLearning
- 12. Apple App Store 2m Google Play 3.8m Source: Deloitte Mobile Consumer Survey 2018 Source: Statista Q1 2018 Number of Apps Report 87% Smartphones
- 14. Customisable Brandable Notifications Messaging Key client data Connected Apps Powerful micro-sites
- 20. BACS DIRECT DEBITCHEQUE CASH
- 21. CHASING CLIENTS 71% CREDIT CONTROL 44% NO/LATE PAYMENT 37% Source: IRIS Payments Survey 2018
- 23. IRIS Fees integration Automated client reminders Collect payments from major cards Instant sign-up No setup fee, no hidden charges
- 25. Enhanced customers and suppliers New mileage module New expenses module Biometric login
- 26. ROADMAP Q4 ‘18 Q1 ‘19 Q2 ’19 Q3 ‘19 KASHFLOW BOOKKEEPING KASHFLOW CONNECT Batch VAT Workflow Management Reports Multi-user Batch Bank Workflow OpenBanking Direct Bank Feeds Alerts & Notifications New UI / UX Split Bank Transactions Enhanced Invoices, Quotes, Purchases KashFlow Go Expenses & Mileage MTD VAT & Dashboard Enhanced Invoice, Quote Templates Enhanced Reporting *KashFlow roadmap outlines our direction and is not a commitment. Any dates and actual deliverables are subject to change
- 27. Bureau Efficiency Remote Payroll Entry
- 28. Bureau Efficiency Batch client reporting Batch client payroll Task checklists Progress reporting Alerts and warnings IRIS OpenSpace integration
- 29. Create new starters and leavers Update employee information Enter hours worked Send blank timesheets Automated payroll process Remote Payroll Entry
- 30. EARLY FRS REGULAR ENHANCEMENT Uncompromising focus on compliance
- 31. Uncompromising focus on compliance Password strength and composition Obfuscated passwords File encryption Audit trails Bulk delete GDPR REGULAR ENHANCEMENT
- 32. GDPR Advisor Compliance Dashboard To demonstrate where you are today and where you need to be, as well as progress made Support and Advice Help from experts when you need it most GDPR qualified practitioners Processes & Templates Practical examples for you to tweak and use as your own, all stored secured in the cloud on your own portal Readiness Assessment No matter where you are on your journey through GDPR – continually assess your level of compliance GDPR Advisor Am I compliant? How can I evidence it? What process should I follow? Where can I get help?
- 33. 86% said MTD was happening too fast HMRC delayed the roll out MAKING TAX DIGITAL MTD for VAT is just 6 months away
- 34. Pre-Pop
- 36. Pre-Pop Income Tax Beta VAT Beta
- 37. Making Tax Digital for VAT VAT Filer CONNECT Clients Agents
- 38. Making Tax Digital for VAT VAT Filer CONNECT Clients Agents
- 39. TIMELY QUALITY DATA Multiple sources and formats Volumes set to grow
- 40. IRIS CONNECTOR • Fast • Efficient • No re-keying data • Reducing errors
- 41. IRIS CONNECTOR • Fast • Efficient • No re-keying data • Reducing errors
- 42. USER INTERFACE MODERNISATION KEY DATA AT YOUR FINGERTIPS FINDING KEY DATA FASTER
- 43. IRIS ANALYTICS UNDERSTANDING YOUR KPIs MANAGING BUSINESS PERFORMANCE
- 47. SELF HELP & ONLINE EDUCATION IRIS OpenLearning IRIS Help Centre