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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
KashFlow is 100% cloud based, meaning business owners can access their accounts and manage their accounting on any internet connected device, wherever they are.
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.
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.
From the IRIS Kashflow Connect dashboard, accountants can see:
Achieve fast and effective data entry into KashFlow, even when you’re offline, using Rapidfire.
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 >
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IRIS KashFlow Connect is completely free. And your clients will love you.