# IRIS Firm Management Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about IRIS Firm Management Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more.

Source: https://www.capterra.com/p/10033027/IRIS-Firm-Management

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# 

 IRIS Firm Management Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on December 14, 2025

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

IRIS Firm Management

## What is IRIS Firm Management?

IRIS Firm Management is an integrated accounting practice and document management solution for CPA firms. The platform combines time tracking, billing, workflow management, secure document storage, and analytics tools into a single system. The software allows customization to match specific operational needs, helping streamline processes and improve accuracy through automated tasks and real-time data insights. The system centralizes practice management functions to optimize resources and eliminate operational bottlenecks. Built on Microsoft Azure infrastructure, IRIS Firm Management provides security features including SOC2 accreditation, multi-factor authentication, and automatic database backups. The platform includes an API that enables integration with third-party applications such as Salesforce, Microsoft Dynamics 365, and other business tools.

## What is IRIS Firm Management used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Time and Expense](https://www.capterra.com/time-and-expense-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
not available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### IRIS Firm Management

0.0

VS.

[4.6 (162)](https://www.capterra.com/p/235606/TPS-Cloud-Axis/reviews/)

Starting Price

Contact vendor

Starting Price

$15

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.5 (656)

Value For Money

0.0 (0)

Value For Money

4.6 (543)

Customer Service

0.0 (0)

Customer Service

4.9 (599)

## IRIS Firm Management alternatives

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

[3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/)

Starting price

$35.00

Per User, Per Month

[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting price

$22.00

Per User, Per Month

[4.4 (2,883)](https://www.capterra.com/p/76113/Wrike/reviews/)

Starting price

$10.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

API

Application programming interface that allows for integration with other systems/databases

IRIS Firm Management 39 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Manage the process of evaluating documents or requests submitted for approval

Route documents and other data through one or more stakeholders for review and approval

A record of all activities within the system, including user access, changes made, etc.

Create, manage, and send invoices or bills to customers

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Configure existing workflows to meet your organization's needs

Add customized logos and colors to align with company branding

Alter the layout and content of reports

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Monitor and record expenses such as purchases or charges incurred

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Securely stores data to prevent data loss or breaches

Allow users to create their own reports and financial statements

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Alter the default workflow to meet your organization's needs

Create, design and manage workflows for repetitive tasks

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## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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