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IRIS Firm Management Core

Transform your operations in weeks with IRIS Firm Management Core 

A solution ready to use, minimizing implementation times, maximizing value, and built with decades of proven expertise.

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  • 50+

    Top 100 firms are IRIS customers

  • #2

    Provider of practice management software to US firms

  • 20+

    Years providing practice management solutions

Practice management software

See what’s possible before January 15, 2026

  • gears

    Pre-configured workflows 

    All the essentials delivering smoother workflows and compliance for CPAs.

  • Coin icon

    One package, one price 

    Know what you are getting for your investment, keep it simple.

  • Pie chart icon

    Business insights  

    Track client and project data in real-time, including project profitability and cash flow.

Why choose IRIS?

Faster implementation, predictable pricing, all-in-one package

    rapid development

    Weeks, not months, to implement. Remove blockers to faster value

    • Use pre-configured essential tools for practice management, including time tracking, expenses, billing, contact and client management, as well as mobile access. 
    • Save time with templates and migration tools.  
    • Cut down on training thanks to an intuitive setup.  
    • Work with a trusted firm that has decades of experience in developing and implementing technology for CPA firms.
    time expense

    Easily monitor time and bill clients accurately from one screen

    • Identify gaps, overlaps, and inefficiencies. Track deadlines, completion stages, and tasks by assignee.
    • See where time is spent quickly, using different calendar views.
    • Access time and expenses on your phone.
    • Record chargeable and non-chargeable hours for a client alongside expenses to be reimbursed or billed to clients.
    • Timers can be automated, enabling greater accuracy.
    • Integrate with software through API’s. 
    streamline billing

    Rapid billing you can customize for your firm

    • Make billing fast, accurate, and hassle-free. Capture everything in one bill, spot opportunities, and monitor profits.  
    • Charge clients your way, with time-based, fixed-fee, or value-based options. Handle deposits and multiple payments.  
    • Shared billing lists and workflows allow for more manageable and precise billing of work in progress (WIP). Bills are automatically raised and sent when work is complete, cutting delays and manual work.  
    • Bill multiple jobs or clients at once, including parent-child relationships.  
    greater productivity

    Elevate productivity and standardization with job templates and intuitive workflows

    • Customize job lists using drag and drop to prioritize and balance work. Manage jobs and time from your phone. 
    • Handle multiple tasks at once with bulk updates.
    • View staff availability with daily, weekly, or monthly options. Get real-time updates on each client, with all essential information, like tracking budget against time spent per job, visible on one screen. 
    real time sights

    Take control of your firm’s performance with business insights

    • Microsoft SQL Reporting Services (SSRS) comes with standard reports that meet common reporting needs in areas like accounts receivable (A/R), work-in-progress (WIP), time sheets, staff analysis, and more.
    • See what needs attention when you log in with snapshots of key performance indicators (KPIs). You can easily pinpoint areas that need attention and dive into the details.
    • Add-ons include Advanced Analytics, powered by Power BI and Tableau, Business Central (BC) and Business Process Automation (BPA).
    security monitor

    IRIS Firm Management Core uses thepower of Microsoft Azure to secure and monitor everything

    • IFM is SOC2 accredited.
    • Manage your database, ensuring storage in the proper jurisdiction, and have more flexible options for downloading data to local data warehouses or data lakes.
    • Employees access the system through Azure Portal on the web using Multi-Factor Authentication (MFA) or Microsoft Server Management Studio (SSMS). 
    • Ensure business continuity with weekly automated database backups that are encrypted and securely stored. These backups protect your firm and enable fast recovery in case of disaster.

Top tools for accountancy firms 

Simplify your firm’s workflow with IRIS Firm Management

IRIS Firm Management brings together all your tools—tasks, time tracking, billing, and client collaboration—into one seamless platform. Streamline operations, increase productivity, and deliver exceptional service with confidence. Designed for modern accounting firms ready to grow smarter.

Pricing that scales with you

IRIS Firm Management Core is priced based on the number of users and can easily scale as your firm grows. A one-time implementation fee of $15,000 ensures a smooth setup and positions your business for long-term success.

A range of optional add-ons are available at an additional cost: codeless business process automation (BPA), advanced reporting with connector (Power BI), reporting AP (OData), and an Apxium connector.

What our customers say

testimonials schneider logo
Schneider Downs & Co., Inc
Jack Wolford | CIO

“The great attraction of IRIS Star Practice Management is that it was built specifically for CPAs, so you’re not trying to fit a square peg into a round hole. The software has not only meant a real improvement in our processes, but it’s given us a whole new way of approaching things—we definitely look at billing differently now!”

The Pun Group logo
The Pun Group
Isabela Lopes, Chief Operating Officer –

“We are absolutely grateful for the team who helped us throughout the entire process. I can run reports without constant frustration, be productive and support my team, and go home to have dinner with my family because of IRIS. The software is intuitive and robust, easy to understand, and user-friendly. People don’t feel overwhelmed or intimidated by it.”

Let’s talk IFM Core

IRIS Firm Management Core is ready to use and built on top-quality practice management software. Reduce setup time, accelerate value realization, and unlock your firm’s potential today!

Top tools for accountancy firms

What’s standing between your firm and smoother operations?

Stuck between paper-based processes and the world of AI and automation, accounting firms today are stuck between tradition and transformation. Accountant Eva Mrazikova shares the four critical operational gaps holding CPA firms back. Explore her takeaways or see how your firm stacks up with our benchmarking tool.

smoother operations comparison

Frequently asked questions

This is a collection of tools that you can use to manage and run your firm. 

This might include software that supports:

  • Practice management (including workflow management)   
  • Client relationship management   
  • HR and payroll functions   
  • Planning
  • Billing 
  • Receipt capture 
  • Digital signature 

IFM Core is a practice management solution that delivers all the essential features pre-configured so that it is ready to use. This approach greatly reduces the time to implement. Rather than taking months to get going, you can be up and running in weeks.

Yes, IRIS Firm Management Core is designed to work seamlessly with your existing IRIS and third-party software.  Equipped with a powerful API layer, IRIS Firm Management Core can interact with third-party applications like:   

  • Apxium  
  • Salesforce   
  • Microsoft Dynamics 365 Business Central   
  • HubSync   
  • … and more 

Please note that additional work for APIs is chargeable.

By pre-configuring the solution with workflows and templates, the elimination of complex customizations ensures that our professional services can spend more time getting your firm ready rather than designing customizations. All of this ensures that you are ready to go with the essentials in less time, ensuring a quicker route to value.

IRIS Firm Management Core is an evolving solution, with new tools and functionality being added to help you meet the demands of a highly competitive, shifting market.  

With practice management capabilities ready to go, we have core document management capabilities coming soon. Watch out for further updates.

IFM Core is a cloud-based firm management solution built on Microsoft Azure, a globally recognized cloud computing platform. With 23% of the cloud market share, we believe Microsoft Azure is the ideal infrastructure partner to allow us to bring you the required solutions and security protocols.

IRIS Firm Management Core 

Why struggle when everything you need is right here? 

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