AccountantsWorld (by IRIS)

Set up automated pay schedules in Payroll Relief.

Clients or employees enter hours via mobile app.

System automatically calculates taxes and net pay.

System executes direct deposits and files tax returns automatically.

Reports are auto-archived in Cloud Cabinet.

Import client data into Accounting Power.

Use Professional Trial Balance to perform adjustments and reclassifications.

Lock periods to prevent client changes.

Generate audit-ready financials directly from the professional ledger.

Clients upload tax docs to the secure portal.

Staff uses Cloud Cabinet to categorize and OCR-process files.

Documents are linked to specific journal entries.

Final returns are shared back through the portal for e-signature.

Connect live bank feeds to Accounting Power.

Establish rule-based auto-matching for recurring transactions.

Review 'exceptions' identified by the AI matching engine.

Finalize reconciliation report for the client.

Set up separate entities in Accounting Power.

Map charts of accounts to a parent template.

Run the consolidation routine to eliminate intercompany transactions.

Produce consolidated Balance Sheets and P&L statements.

Gather previous payroll summaries and tax filings.

Use After-the-Fact Payroll to batch-enter historic data.

Reconcile entries against bank statements.

Generate corrected W-2s or 941s if necessary.

Deploy a customized firm website via Website Relief.

Embed the secure client login portal.

Automate newsletters and tax alerts to clients.

Track client portal engagement through the admin dashboard.