Tech insights: IRIS, QuickBooks and Accountex

Tech insights
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Welcome to our weekly round-up of the latest news and updates from the accounting tech world. 

This week, Tech Insights features a partnership between IRIS and Tolleys, a new open strategy from QuickBooks and news on who will headline the Accountex keynote theatres. 

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IRIS provides access to Tolley tax data

IRIS now offers direct access to TolleyLibrary Light Service. The service provides IRIS customers with access to tax data, HMRC manuals and UK Parliament Acts to “remove the burden of physically looking through books or switching between applications to access tax data” as stated by the company in a recent release.

Prior to this update, rates and allowances were updated annually. Now accountants can access up-to-date tax data from the IRIS OpenPortal.

To access the TolleyLibrary Light service, IRIS customers need to register for a personal account and clients that are already subscribed to the full TolleyLibrary service only need to login and access it via IRIS OpenPortal.

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QuickBooks introduces an open platform strategy

Accountants can now manage all their clients using QuickBooks Online Accountant even those that are not QuickBooks clients. “With this new capability, QBOA continues to evolve as the one place for our accounting and tax professionals to meet the needs of all their clients, no matter what accounting product or spreadsheet tool they use,” said Rich Preece, leader of the accountant segment, small business and self employed group at Intuit.

To add their non-QuickBooks clients, QBOA users can choose between adding the clients normally and selecting “no subscription right now” or the “quick add” option, which enables accountants to add non-QuickBooks clients while creating the workflows to manage those clients.

Once added to the client list within the client dashboard, the accountant can manage them as they would with other clients, including sending them requests for documents, creating, tracking and assigning them projects and tasks and adding notes.

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Accountex announces Keynote speakers

Accountex has announced the addition of a second keynote theater, with new names announced to the list of speakers for 2018.

Among the names confirmed are Chris Hooper, CEO of Accodex; Kath Haines, chief executive of CABA; Alex Falcon Huerta FCCA – founder of Soaring Falcon Accountancy and winner of Xero’s MVP Award 2017; business networking expert Itzik Amiel; business strategist James Ashford, CEO of GoProposal; and cloud pricing pioneer Mark Wickersham.

The theatre will also host the inaugural British Accounting Marketing Awards on Wednesday 23 May.

About Valme Claro


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