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IRIS Client Onboarding pricing

#6 of 17 in Client Onboarding Software

IRIS Client Onboarding costs from £1,984.75/yr on its cheapest paid plan; 8 plans in all, as listed on iris.co.uk — prices checked 24 Sep 2026.

8.2/10Editor score
IRIS Client Onboarding8.2 Visit IRIS

IRIS Client Onboarding pricing at a glance

Plans 30-day trial No free plan — trial or paid only. Prices checked 24 Sep 2026.
See plans on iris.co.uk

IRIS Client Onboarding plans & pricing

PlanPriceKey limits
Proposal Manager pay-as-you-go£8.35/unit usage-based Pay-as-you-go pricing; page also describes this as from £8 per proposal
  • Create and manage proposals
  • Email proposals and receive acceptances
  • Engagement letter generation
Proposal Manager 30 proposals£198.05/unit/yr Annual price
  • 30 proposals
Proposal Manager 100 proposals£616.25/unit/yr Annual price
  • 100 proposals
Proposal Manager 500 proposals£1,032.75/unit/yr Annual price
  • 500 proposals
Proposal Manager Unlimited£1,984.75/yr Annual price
  • Unlimited proposals
Practice Management EssentialsNot checked yet
  • CRM
  • Configurable workflow engine
  • Email and SMS automation
  • Client portal with electronic signatures and Q&A
  • Outlook, Companies House and bookkeeping integrations
Practice Management ProfessionalNot checked yet
  • All Essentials features
  • Migration of jobs and client work items
  • IRIS compliance integrations
  • Firm-management bolt-ons
Practice Management EnterpriseNot checked yet
  • Enterprise practice-management capabilities
  • Advanced control and performance at scale

Prices as published by the vendor on iris.co.uk, checked 24 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    30 days · no card needed
  • Built for
    Small business, Mid-market, Enterprise
  • Integrations
    7 integrations: Outlook, Companies House, Xero, KashFlow, QuickBooks Online, Capitalise …
  • Free plan
    No
  • Paid from
    £1,984.75/yr
  • Client portal
    Yes

Our full IRIS Client Onboarding verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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