IRIS Client Onboarding review
Combines proposals, compliance checks, document collection and practice workflows.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
IRIS Client Onboarding pros and cons
- 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
IRIS Client Onboarding fact sheet, pricing and score →
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