IRIS Client Onboarding
IRIS Client Onboarding: Combines proposals, compliance checks, document collection and practice workflows. Ranked #6 of 17 in Client Onboarding Software by our editors (8.2/10); pricing: 30-day trial; best for accounting firms managing proposals and compliance checks.
At a glance
- Editor score8.2 / 10
- Pricing30-day trial
- Best forAccounting firms managing proposals and compliance checks
- Free planNo
- Paid from£1,984.75/yr
- Client portalYes
- Founded1978 · Slough, United Kingdom
- Facts checked24 Sep 2026
Where it wins
- Connects proposal acceptance to engagement letters and client workflows
- Client portal supports document collection, e-signatures and Q&A
- Includes AML, KYC and client ID checks with automated reminders
Where it doesn't
- Proposal Manager pricing is separate from quote-based Practice Management
- Pay-as-you-go Proposal Manager charges per proposal
- Accounting-focused features may not suit non-accounting businesses
Our verdict on IRIS Client Onboarding
IRIS Client Onboarding brings together IRIS Elements modules for accounting practices that need to move prospects into client work. It supports proposal creation and pricing, online acceptance, engagement-letter generation, AML and client checks, document collection through a client portal, and workflow initiation when a prospect becomes a client. The package is aimed at firms handling onboarding and compliance as part of their accounting practice, rather than businesses seeking a general-purpose onboarding tool.
The product spans more than proposal acceptance: a centralized client list and CRM sit alongside a configurable workflow engine, automated tasks, and email and SMS reminders. Its portal supports secure document sharing, electronic signatures, and client Q&A. Integrations include Outlook, Companies House, Xero, KashFlow, QuickBooks Online, Capitalise, and IRIS Accountancy Suite. The Essentials, Professional, and Enterprise Practice Management tiers add progressively broader practice-management capabilities; Professional includes migration of jobs and client work items plus IRIS compliance integrations, while Enterprise adds advanced control and performance at scale. This makes the suite a fit for practices looking to connect onboarding to wider firm workflows, but less compelling for teams that only need a simple proposal tool.
According to the vendor's pricing page, Proposal Manager pay-as-you-go costs £8.35 per proposal monthly and includes engagement-letter generation. Annual packages cost £198.05 for 30 proposals, £616.25 for 100, £1,032.75 for 500, or £1,984.75 for unlimited proposals. Practice Management pricing is quote-based, so firms should compare the proposal packages separately from the wider bundle before choosing. A 30-day free trial is available. Choose IRIS when proposal acceptance, compliance checks, client documents, and practice workflows belong in one accounting-focused process; consider a narrower alternative if those connected practice features are unnecessary.
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IRIS Client Onboarding pricing
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IRIS Client Onboarding fact sheet
| Free plan | No |
|---|---|
| Paid from | £1,984.75/yr |
| Client portal | Yes |
| Intake forms | Not verified |
| Document collection | Yes |
| Workflow automation | Yes |
| E-signatures | Yes |
| Portal branding | Yes |
| Free trial | 30 days · no card needed |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | 2FA |
| Support | Email, Live chat, Phone, Tickets, Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 7 integrations: Outlook, Companies House, Xero, KashFlow, QuickBooks Online, Capitalise … |
| Pricing | 30-day trial (source) |
| Website | iris.co.uk |
| Facts checked | 24 Sep 2026 |
IRIS Client Onboarding integrations
IRIS Client Onboarding lists 7 integrations on its own site.
- Outlook
- Companies House
- Xero
- KashFlow
- QuickBooks Online
- Capitalise
- IRIS Accountancy Suite
Alternatives to IRIS Client Onboarding
- OnRampStructured onboarding with branded portals, workflow automation, CRM sync, and reporting.8.9
- RocketlaneA customer portal and project workspace for coordinating onboarding and delivery.8.8
- GUIDEcxA customer-facing project portal for coordinating multi-step implementations.8.6
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IRIS Client Onboarding vs the competition
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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