IRIS Document Management for accounting firms

IRIS Software Group launched IRIS Document Management, a cloud document system for accounting practices in the US and UK. It adds plain-language AI search, AI auto-tagging from a firm's own tag library, rule-based auto filing and a branded client portal, standalone or as a module of IRIS Firm Management.

Read the announcement ↗

PaidProprietaryWeb (cloud); standalone or an IRIS Firm Management moduleby IRIS Software Group (London, UK)

Why it matters

For CPA and accounting firms still filing client documents by hand across email, legacy portals and shared drives. It pairs AI search and tagging with retention rules, legal holds and audit trails, which matter for a regulated practice.

What's new

Plain-language AI search across PDF, Word, Excel and PowerPoint files, with OCR so scanned documents are searchable.
AI auto-tagging from the firm's own tag library, plus Auto Filing rules that route documents by template, folder path and year.
Branded client portal for two-way document exchange, where clients can see the status of files they've submitted.
Version control, check-out and in-browser editing of Microsoft Office files; retention management, legal holds and audit trails included.
Available now in the US and UK as a standalone product or bundled with IRIS Firm Management, which can connect it to Microsoft Business Central and Apxium.

Taken from the maker's own announcement, release notes or product pages. Claims about speed, accuracy or results are the maker's, not ours.

Worth a look if: Your firm wants AI search and automatic filing for client documents and workpapers, with retention and audit controls, and especially if you already use IRIS Firm Management.

Worth knowing: You store client tax documents and workpapers in IRIS's cloud. IRIS says AI processing stays in the data's region, client data stays in each firm's tenant and isn't used to train AI models; confirm in its terms. AI tags and filing should still be reviewed.

Quick facts

Pricing	Not stated in the announcement.not verified
Free or paid	Paid
License	Proprietary
Type	Web app (SaaS)
Platform	Web (cloud); standalone or an IRIS Firm Management module
GitHub stars	n/a (not a GitHub project)
Maker	IRIS Software Group (London, UK)

Related ranking

See how established tools compare in General AI Assistants for Firms. New releases aren't scored until we review them against the rubric.

What we couldn't verify

quick_facts.pricing

Checked 2026-11-04 from the maker's own pages. Features, availability and prices change, so confirm with the vendor, and review any tool against your firm's security, privacy and compliance requirements before using it with client data. Listing here is not a ranking or an endorsement.