c

IRIS OpenSpace

Work closer and more intuitively with your clients using unique integration across Taxfiler and IRIS OpenSpace.

WATCH VIDEO

Learn more about IRIS OpenSpace

An integrated, customisable, secure online client portal that enables accountants to exchange documents and obtain approval from their clients.

Fully integrated with Taxfiler, IRIS OpenSpace is a hybrid of Dropbox and DocuSign, giving you the best of document sharing and approval.

IRIS OpenSpace overcomes the challenges faced with timely document approval and exchanging confidential information over unsecured email.

Always accessible and working on any device

Taxfiler integration with IRIS OpenSpace gives you a seamless user experience. Reduce the need to learn about more products; provide a simple-to-use client portal, making it easier to collaborate with your clients.
• Seamless product integration enhances your practice’s productivity
• Share confidential files on a secure platform to meet GDPR requirements
• Obtains client electronic approval instantly on vital documents at busy times
• Save money on postage, admin and stationery by having a paperless office
• Schedule reminders to sign documents to save time chasing document approvals and payments
• Customise your client portal with your own logo and colour scheme so clients recognise your brand
• Integrate portal login on your website to drive customers to your site

IRIS OpenSpace integration

Taxfiler subscribers on TEAM and PRO pricing plans can claim 1GB of free space to use on IRIS OpenSpace by creating an account from within Taxfiler, see how to create the account within Taxfiler here Taxfiler subscribers on STARTUP and SOLO pricing plans can create an account here

FAQ on IRIS OpenSpace

We have a video and instructions explaining how to use the IRIS OpenSpace integration here
We have a guide explaining how to do this which can be found here
We have a video and guide to help you get started here
IRIS OpenSpace integration is available to all Taxfiler pricing plans. Taxfiler users on TEAMS and PRO pricing plans can claim 1GB of free space to use on IRIS OpenSpace by creating an account from within Taxfiler, see how to create the account within Taxfiler here. Startup and SOLO pricing plans can create an account here