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IRIS KashFlow Connect Partner Programme

Previously Orbit, still out of this world

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Overview of Partner Programme

The IRIS KashFlow Connect Partner Programme allows accountants to gain better control of their clients’ accounting data, developing better working relationships with them, and focusing on growing their practices.

As a Partner, accountants can use the Client Manager to more effectively manage and monitor their clients’ data; be added to the Accountant Directory where their practice can be found by potential new clients; and gain professional credibility with Training & Certification.

Benefits

IRIS KashFlow Connect combines all the advantages of a simple and effective KashFlow bookkeeping account (already used by thousands of small businesses), with the market leading accountancy software provider IRIS (already used by 50% of the UK’s accountants), resulting in better collaboration between accountants and their clients.

 

Gain more control

Using the FREE Client Manager Partners can set up (and customise) cloud based KashFlow bookkeeping accounts for their clients, and have real-time access to these accounts. They can easily manage and organise all client information, all directly from their IRIS KashFlow Connect dashboard. And because all of this is in the cloud, accountants no longer need to stay in the office to keep their business running.

Become a trusted advisor

Better client control and management means Partners can gain a clearer insight into all their clients’ needs, allowing them to become trusted advisers for their clients’ financial success.

New levels of productivity

The integration of KashFlow with IRIS accountancy software means Partners can achieve better levels of productivity, with the information clients update on KashFlow automatically updated within their IRIS software.

Achieve Practice growth

Better productivity also helps Partners grow their practices, by having more time for a growing client base. Partners also have access to different tools to help increase their visibility to potential new clients, such KashFlow Certification, co-branded marketing assets and addition to the Accountant Directory.

Other benefits of the IRIS KashFlow Connect Partnership Programme

 

Training & Certification

Gain credibility as an industry leader with access to KashFlow training courses and full certification to present to clients. This is an industry recognised seal of success.

Akademy

Use KashFlow’s expertise to help manage clients’ accounts, with anytime access to the KashFlow Akademy and Knowledge Base. Clients can also partake in one-on-one training, watch video tutorials and more, all via the Akademy.

Practice Visibility

Increase practice visibility with access to co-branded marketing material, such as display stands, videos and more. Addition to the KashFlow Accountant Directory also raises the potential to be found by new clients.

Dedicated Support

Partners are assisted and supported by a dedicated Partner Success Manager, as well as anytime access to the award winning KashFlow support team. Clients also have on-boarding assistance to help get them started, and full access to the support team.

Benefits to clients

We know that bookkeeping and accounting can add unnecessary stress to the already busy lives of small business owners. So we designed an easy-to-use accounting package that makes things easy, saves time and eliminates any extra hassle.

Better financial control

Our software gives business owners the power to simply and effectively manage their finances, with easy-to-use features like invoicing, reporting, bank feeds, payroll management and more.

Work from anywhere

KashFlow is 100% cloud based, meaning business owners can access their accounts and manage their accounting on any internet connected device, wherever they are.

Get paid faster

KashFlow’s invoicing feature makes it possible for business owners to get paid faster, with options to set up Direct Debit payments straight from KashFlow, include ‘Pay Online’ buttons on invoices, and even set up up automatic payment reminders to be emailed to customers.

Save time

The wide range of automation and integration options means business owners using KashFlow save huge amounts of time. The easy management of their own financial information means our customers’ accountants can also spend less time inputting data and more time advising them on their futures.

Features of Client Manager


  • MANAGE CLIENT INFORMATION
  • MONITOR CLIENT ACTIVITY
  • CUSTOMISE CONNECT
  • Exporting accounting data in a wide range of formats (Sage, Digita and other packages) is simple.
  • You can securely upload files, from a Certificate of Incorporation to tax returns, to your clients’ accounts which you can both access.
  • Attaching annual reminders to each client, which the system can also email you, will appear when you log in and help you to remember things like P11d deadlines, Class 1A NIC payment dates and even their birthdays!
  • The ability (when you set up trials for your clients) to restrict their access to certain features of KashFlow e.g. Chart of Accounts, reports etc

From the IRIS Kashflow Connect dashboard, accountants can see:

  • When each client last logged in to their KashFlow accounts, and how many times they have done so
  • Quick overviews of each client’s business performance
  • Graphs and charts showing client P&L, monthly turnover and income by customer
  • Reports that consolidate data for a range of clients
  • View client accounting data as it is being updated (no more shoe boxes of paperwork or emailed data!)
  • Co-brand clients’ KashFlow accounts with practice logos and branding (this helps to build client loyalty and increases the perceived value of other services provided)
  • Allow clients to log in to KashFlow via the practice website
  • Receive branded login and registration pages that require no setup at all
  • Customise clients’ KashFlow dashboards, (limit what they say and add information and messages)
  • Automate and customise emails to notify clients of things like overdue invoices
  • Customise the welcome emails and ‘Getting Started Guides’ that are sent to clients when they first create a KashFlow account

Achieve fast and effective data entry into KashFlow, even when you’re offline, using Rapidfire.

Accountant directory

Thousands of people explore the KashFlow website every month, looking for easy accounting and bookkeeping solutions for their businesses. Many are also looking for professional accountancy services, and use the KashFlow Accountant Directory to search for the right accountant to suit their needs. IRIS KashFlow Connect Partners are added to this directory, with their contact details and what their practice specialises in, meaning they can be easily discovered by new clients. This helps KashFlow customers find the help they need, while also helping our Partners grow their practices.

View the directory >

Case Studies


Will Farnell

Farnell Clarke Ltd

Farnell Clarke offers everything you’d expect from a great accountancy firm, but pride themselves on being friendly... Read more

Louise Gow

Louise Gow Services

Before I used KashFlow, I was using Access accounting and Sage. As KashFlow is online, it gave many benefits to me and... Read more

Alex Redmond

Artisan Accounts

My initial reaction when I was first introduced to KashFlow, was that I immediately saw its benefits. With the software being... Read more

 

IRIS KashFlow Connect is completely free. And your clients will love you.