Skip To Main Content

Account

Settings

Logout

placeholder

Account

Settings

Logout

Filter:

Submit your search

Last updated 14 October 2025

Clients

The Clients module is used for creating and managing your clients in IRIS Firm Management

You will be able to create, manage, and remove your clients.

We ask you to accept cookies for performance, readability and experience purposes. Cookies are used for bookmarking favourite topics and to restore the table of contents, index and glossary on topic change. We use Hotjar to collect usage and feedback data. It does not capture any personally identifiable information. This setting is only asked once and can be reverted by clearing the browser cookies.