Adam Walters – IRIS

What is an electronic document management system (EDMS)?

Adam Walters — Thu, 30 Jan 2025 09:50:03 +0000

Efficient document management is crucial for businesses that handle a high volume of important company and client information—this is especially the case for accounting and CPA firms, where precision, security, and organization are non-negotiable. Handling endless stacks of paper documents, ensuring data accuracy, and keeping up with strict regulatory standards can be overwhelming. If you […]

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How to Streamline Accounting Year End Close

Adam Walters — Wed, 29 Jan 2025 16:29:18 +0000

For many firms and practices, year end close is a stressful and overwhelming time where you can feel overworked and burnt out. It doesn’t have to be that way. Discover how you can streamline your accounting year end processes with IRIS. What Is Accounting Year End Close? Accounting year end close, also known as year […]

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What Is Human Capital Management (HCM)?

Adam Walters — Tue, 14 Jan 2025 12:19:19 +0000

Human capital management (HCM) is a growing term that is taking over HR and other corporate organizations, but what is it? This is your chance to learn what HCM is, how it can help your organization become stronger, and what to look for when selecting an HCM solution. Human capital management (HCM) is the practice […]

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W-2 vs 1099 Tax Forms: What You Need to Know

Adam Walters — Fri, 10 Jan 2025 09:47:29 +0000

When it comes to managing payroll and filing taxes, employers must have a strong understanding of W-2 and 1099 tax forms – from how they differ, to how they’re correctly applied. Achieving and maintaining compliance with legislation around 1099 and W-2 tax forms is crucial to the success of your business. Incorrectly categorizing employees or […]

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Document Workflow 101: Unlocking Automation

Adam Walters — Thu, 09 Jan 2025 12:06:33 +0000

Managing document workflows is an essential part of business operations. However, for many US businesses, accountants, CPAs, and large accountancy firms, inefficient document workflows can become a major bottleneck. Lost contracts, delayed approvals, and redundant manual processes not only slow things down but can also impact compliance and customer satisfaction. This is where document workflow […]

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The Netherlands Collective Bargaining Agreement

Adam Walters — Tue, 10 Dec 2024 11:35:35 +0000

When doing business in the Netherlands, it’s important to know about collectieve arbeidsovereenkomst (CAO). This collective agreement can directly impact your employees and the benefits they are entitled to. Here’s a quick guide to help you learn more about what CAO is and its impact on you as you do business in the Netherlands. What […]

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How the New Employment Rights Bill Affects You

Adam Walters — Tue, 10 Dec 2024 11:31:44 +0000

Recently, the British government published its new Employment Rights Bill, but what does that mean to you? Here’s a quick guide to learn how the bill can affect your business and what you need to know about it to remain compliant. Day-One Rights With the new legislation, all employees have day-one rights. These rights include […]

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4 Ways to Keep Your Team Engaged During Tax Season

Adam Walters — Thu, 21 Nov 2024 16:43:03 +0000

Tax season is the busiest time of the year. For some firms, tax season is when they earn the majority of their annual revenue, and there is always a massive push to work longer hours, and to take on just one more client. But that is an aggressive, and overwhelming way to approach tax season […]

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How to Simplify Sending and Receiving Documents

Adam Walters — Fri, 25 Oct 2024 14:01:25 +0000

Sharing documents and files doesn’t need to be complicated. IRIS Document Management Solutions helps ensure that you share the right document with the most updated information every time. Discover how creating a customized database with IRIS for your documents can help you simplify sharing documents both internally and externally. Create a Custom Database The first […]

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Overcoming Common HR and Payroll Concerns in Manufacturing

Adam Walters — Thu, 24 Oct 2024 09:40:23 +0000

HR departments within manufacturing companies face unique challenges unlike any other industry. They have to keep up with a rapidly evolving workplace, stay up to date with all necessary regulations, and manage onboarding and training. IRIS payroll and HCM services can help you overcome some of the most common issues in manufacturing. Learn more about […]

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Making A Natural Disasters Plan For Business

Adam Walters — Tue, 22 Oct 2024 10:31:32 +0000

If you are not prepared for them, natural disasters can destroy your company. They can destroy your office, and your client files, and set you on what feels like a Sisyphean task of resurrecting your firm from the rubble. Find out more about the impact natural disasters make on businesses like yours, and how a […]

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A Hidden Feature of IRIS Document Management Software

Adam Walters — Wed, 02 Oct 2024 13:50:48 +0000

If you’ve driven the same beat-up old car for years, you’re happy when it starts and drives. It’s a good day when the radio or AC works, and an amazing day when both work. When you finally save up and buy a new car, it can feel overwhelming to find out all of the bells […]

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Why Does Your Firm Need a Document Management System?

Adam Walters — Tue, 17 Sep 2024 14:55:49 +0000

Your firm’s document management system can be a key to your success and growth, unfortunately too many firms don’t understand why they need a document management system or the benefits it provides. Find out what a document management system is, and the benefits it provides. What Is a Document Management System (DMS)? A document management […]

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The Benefits of Migrating to IRIS Document Management

Adam Walters — Tue, 17 Sep 2024 08:28:11 +0000

Document migration is a key consideration when choosing the right document management software (DMS), but it’s often overlooked or under-explained. Here’s your chance to learn more about it and discover the role it plays in implementing the right DMS for your firm. What Is the Purpose of Document Migration? The document migration process takes your […]

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Stay and Become Compliant with a Document Management Solution

Adam Walters — Tue, 17 Sep 2024 08:18:18 +0000

Basic document management solutions do exactly what their title says, they manage your documents. The problem with this is that it doesn’t take into account the multiple legislations and guidelines that your accounting firm has to follow to become compliant.IRIS Document Management goes beyond organizing your accounting firm’s documents and helps you become compliant with […]

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Stop Document Duplication in your Accounting Firm

Adam Walters — Mon, 05 Aug 2024 08:35:01 +0000

Duplicated documents are common errors that every accounting firm and business experiences. As your firm continues to grow, the rate and impact of your duplicated documents will continue to grow, slowly starting to serve as a weight, slowing you down. Find out how your accounting firm can put an end to duplicates with IRIS’s document […]

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Bridging the Gap: Enhancing Client Communication with Technology

Adam Walters — Wed, 26 Jun 2024 08:44:34 +0000

The demands and expectations of clients have changed. It used to be that doing a good job and providing great service was enough to gain a loyal customer base. You were good at your job, and your clients could see that. However, the market has shifted and wants more. Not only are your clients looking […]

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Accounting Document Management Designed for Your Firm

Adam Walters — Fri, 21 Jun 2024 13:06:49 +0000

If your accounting firm is built on customer service, you know that your clients are one-of-a-kind people who each have their own personalities, hopes, goals, and needs. Your clients choose to work with your firm because they know you’ll take the time to understand them and best support their needs. Because your clients play such […]

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How to Fix Your Employee Retention Struggles

Adam Walters — Thu, 13 Jun 2024 09:37:32 +0000

The finance and accounting market is an employee’s market. There is a high demand for qualified and knowledgeable professionals, while a shrinking supply exists to fill those roles. For this reason, every firm should be focused on how to retain the talent you already have and how you can best attract young professionals to your […]

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6 Payroll Management Mistakes and How to Avoid Them

Adam Walters — Fri, 07 Jun 2024 09:32:24 +0000

Effectively managing payroll is one of the most important aspects of your business, and even a single error can lead to employee turnover or fines. To help your business do better, here are six of the most common mistakes businesses make when it comes to payroll management and what to do to avoid them. 1. […]

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The Benefits of Managed Payroll Services For Restaurants

Adam Walters — Mon, 03 Jun 2024 08:04:52 +0000

Managing a restaurant can be difficult. There’s a lot to manage, and the profit margins are razor thin, which is why 60% of restaurants fail within the first ten years. Running a restaurant is more than just making good food; you have to navigate tip calculations, employee classifications, legal compliance, timely payment of employees, and […]

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How Integrated Solutions Revolutionize Workflow Management in Accounting

Adam Walters — Wed, 22 May 2024 08:59:10 +0000

For CPAs and accounting firms, workload compression is an accepted part of your job. It’s expected that at the start of every calendar year, “tax season” starts, and it’s accepted that you work overtime, weekends, and nights to get as much work done as possible. For some firms, you’re not just working overtime; you’re working […]

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Updates To FLSA’s Minimum Salary Rule

Adam Walters — Wed, 15 May 2024 11:12:52 +0000

Minimum Salary Amounts The Fair Labor Standards Act (FLSA) has been a cornerstone for protecting workers from exploitation for almost a century. It provides a minimum wage for all workers, overtime pay, child labor legislation, and establishes the foundation for recordkeeping for payroll and HR professionals. The FLSA is frequently updated, ensuring that employees are […]

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Small Changes Make Big Impacts with Document Management Solutions

Adam Walters — Tue, 14 May 2024 14:28:22 +0000

What Are Document Management Solutions? Document management solutions not only help you find the documents you need when you need them, but also prioritize security and protection. Documents are automatically uploaded, labeled, and organized in a way that is easy to navigate, giving you peace of mind throughout your day. Did you know that on […]

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5 Things To Know For Hiring Employees In Canada

Adam Walters — Tue, 13 Feb 2024 09:18:40 +0000

For many companies and brands, expanding operations just a few miles north and entering Canada can seem easy. It may be close to home; however, as soon as you cross the border, your company will face new workforce management challenges, as payroll and employment regulations in Canada are VERY different from those in the U.S. […]

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Why Choose Cloud-Based Payroll?

Adam Walters — Thu, 08 Feb 2024 10:12:12 +0000

Your family pictures are backed up on the cloud, but what about your payroll? Moving your payroll to the cloud can help streamline your company and get more from your payroll. Here are three reasons you should choose cloud-based payroll and how it can benefit you. 1. Reliability When you move your payroll to the […]

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How to Save Money with Outsourced Payroll

Adam Walters — Thu, 08 Feb 2024 10:06:54 +0000

For some people, payroll is a necessary evil. It’s complicated; it has to be done perfectly every time, but it is one of any company’s most important functions to ensure their employees get paid. Outsourced payroll solutions simplify payroll. Here are three reasons you can save money by switching to outsourced payroll. 1. Spend time […]

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Beginner’s Guide to Billing and Invoice Processing

Adam Walters — Thu, 08 Feb 2024 10:04:17 +0000

Billing and invoicing are central to your business’s success. Without a well-established billing and invoicing process, it will be difficult to get paid and maintain the cash flow you need. This quick, beginner’s guide to billing and invoice processing will help to get you started and headed in the right direction. 1. Forget manual invoice […]

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The Difference Between HR and Payroll

Adam Walters — Thu, 08 Feb 2024 10:01:58 +0000

While some people may confuse Human Resources (HR) and payroll, the two teams handle different key aspects of your company. Here’s your chance to learn more about the difference between HR and payroll. What Is Human Resources Responsible For? The easiest way to remember what HR is responsible for is right in the name – […]

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Introduction to Accounting Document Automation

Adam Walters — Thu, 08 Feb 2024 09:59:31 +0000

What is document automation? Document automation is exactly what it sounds like—automating the creation of various types of documents at scale. Did you know that roughly 70% of workers say they spend 1-3 hours every day moving data from one place to another, and an additional 1-3 hours trying to find the information they need? […]

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Your Guide to Document Security

Adam Walters — Wed, 07 Feb 2024 10:00:13 +0000

Your clients trust you with their financial and personal information and expect you to keep it safe and secure. In the wrong hands, that information could destroy your clients’ credit, wipe away their savings, and steal their identity. Here are four steps you can take today to improve your document security and better protect your […]

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Four Benefits Of Document Management

Adam Walters — Wed, 31 Jan 2024 13:48:04 +0000

There has been a major shift in how work gets done, and everyone from restaurants to hospitals relies more on computers to keep their work functioning. But it’s not good enough just to have digital information; to get the most from your data, you need to be able to quickly find what you need when […]

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What’s The Difference Between Billing & Invoicing?

Adam Walters — Wed, 31 Jan 2024 13:40:49 +0000

For some, billing and invoicing are interchangeable with each other. They’ll just as quickly ask for the bill, as they will ask for the invoice. However, when you look at them closely, they’re different approaches to getting paid. Here’s your guide to help you learn more about the difference between billing and invoicing so you […]

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What Is Cloud Payroll?

Adam Walters — Wed, 31 Jan 2024 13:30:33 +0000

Cloud payroll, also called cloud-based payroll, is becoming more popular and is quickly becoming a best practice for accountants and CPAs. Here’s your chance to learn more about cloud payroll and how it can help you simplify your payroll. What Does It Mean for Payroll to be Cloud-Based? In older processes and systems, when you […]

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In-House Vs. Outsourced Payroll: What’s the Difference?

Adam Walters — Wed, 17 Jan 2024 09:25:39 +0000

Payroll and labor costs are often the largest investment a business makes. For many companies, payroll can be as much as 70% of their total business costs. Not only is it the most expensive part of companies, but it also plays a significant role in talent retention. Employees start looking for a new job if […]

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How Document Management Can Help During Tax Season

Adam Walters — Thu, 11 Jan 2024 13:56:13 +0000

Tax season is the busiest time of year for CPAs and accounting firms. It’s not uncommon to be booked solid every day for weeks, and some CPAs will even work nights and weekends just to accommodate the influx of projects. On average, all of this hard work over only a few weeks adds up to […]

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Four Red Flags When Choosing Accounting Software

Adam Walters — Thu, 14 Dec 2023 09:13:12 +0000

When you’re dating and looking for the right partner, there are red flags and green flags. Red flags are warning signs that maybe the person you’re dating isn’t as good as they appear, while green flags are secret signs that the person you’re with is a good catch. For example, a partner who is rude, […]

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How Outsourced Accounting Can Help Win The Talent War

Adam Walters — Mon, 18 Sep 2023 16:36:08 +0000

More than 300,000 U.S. accountants and auditors jettisoned their jobs in the past two years, according to a recent report Wall Street Journal report. Reasons are plentiful, including wage stagnation, stress and the highly resisted push by companies to have workers return to the office post-COVID. As in virtually all industries, attrition via Baby Boomer […]

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Why HR Professionals are Leaving Corporate to go Independent

Adam Walters — Fri, 08 Sep 2023 10:43:22 +0000

It’s not every day that HR software saves a life. For Kazdon, Inc., it happened in dramatic fashion in early May 2023. “An employee of one of our clients had a mental break. He was working at a 15-story construction facility, had a gun and was making threatening statements toward himself and his family,” said […]

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How IRIS Practice Management Software Transforms Accounting Firms

Adam Walters — Thu, 17 Aug 2023 10:50:33 +0000

The largest problem accounting firms face is a balancing act between finding and keeping talent in a highly competitive market, while still meeting the demands of their clients without overburdening and burning out their employees. With the shrinking labor market, it can be difficult for firms to find qualified employees to work for them, but […]

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