PTP software. Customer Benefits & Product Catalogue 2017 EDITION

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1 PTP software Customer Benefits & Product Catalogue 2017 EDITION

2 Your customer benefits We are pleased to offer you a series of benefits as part of your ongoing subscription to our PTP Products Compliance guaranteed - access to the latest legislative updates each year Choice of the latest cloud & desktop solutions Use of IRIS OpenSpace for client document exchange and approval 12 month use of leading KashFlow online bookkeeping solution for your practice Use of IRIS KashFlow Connect - manage all client accounting information from a single dashboard for any clients using KashFlow Use of IRIS OpenPayslips in your practice when using any IRIS payroll product Complimentary auto enrolment health check Access to PTP product launcher - main menu within the suite packed with the latest industry news and helpful hints and tips Access to qualified UK support team and online support materials FREE entry to IRIS events and online webinars For more information call , ptpsales@iris.co.uk or visit iris.co.uk/ptpbenefits

3 Discover your customer benefits... Access to the latest legislative updates each year By focusing on the UK accountancy sector, we have unrivalled understanding of the regulatory challenges and pressures that accountants face. In the last few years we have seen a huge amount of new legislation, including the largest change to UK financial reporting for over a decade (FRS 101 & 102) and fundamental changes to pensions and payroll in the form of Automatic Enrolment. Our range of solutions help automate the compliance burden and allow our customers to spend more of their time delivering higher value work for clients. Access to PTP product launcher Our menu within the PTP suite contains important material practitioners use on a daily basis. From the PTP product launcher you can access details of PTP support wait times, how to guides, KnowledgeBase articles, industry and institute content, general news, social media and a wealth of Tolley Tax data. Access to outstanding customer support Every product in the suite is backed by our commitment to excellence with knowledgeable, responsive support - available at no extra charge. We invest constantly in our products and invite customer feedback to ensure they continue to meet the needs of all UK practices. Access our online support resources at iris.co.uk/ptpsupport

4 Discover your customer benefits... Use of IRIS OpenSpace IRIS OpenSpace is the easy and secure way for accountants and their clients to work together online. With 1GB of space available to use when you sign up, you can upload, store and share documents with your clients right away. What s more, it includes electronic approval to dramatically reduce the administrative burden and cost of getting client signatures. Use of IRIS OpenPayslips IRIS OpenPayslips is the secure web based solution that enables your employees to access, and download their payslips via an online portal. Deliver your employees payslips direct to their smartphone or tablet! Find out more on page 15. Call us on to start using IRIS OpenPayslips when you use any IRIS payroll product Find out more on page 18. Sign up and start sharing documents in the cloud at iris.co.uk/openspace I have the freedom to work from any location I choose. I just fire up an internet browser and log in. It s much, much easier when I m with clients, as I have their records in full in front of me, rather than having to carry all their files to the meeting. Michael Alinek

5 12 month use of KashFlow - leading online bookkeeping solution KashFlow for PTP is award-winning, online bookkeeping software that provides your clients with an intuitive way to maintain their company finances. It makes the process of bookkeeping simpler for your clients and also gives you complete visibility of their financial records allowing closer real-time collaboration Complimentary auto enrolment health check For those customers that subscribe to our payroll solutions, we continue to provide a compliance guarantee - we offer all our customers a FREE auto enrolment health check. Call us on to arrange your free auto enrolment health check Find out more on page 16. Call us on to start using KashFlow online bookkeeping

6 Desktop solutions PTP Accounts Production PTP Accounts Production makes final accounts preparation a more efficient task, freeing up your time to spend with clients on more valuable work. Supports accounts production for sole traders, partnerships, limited companies, academies, LLPs and charities * Creates final accounts from receipts and invoices or trial balances giving you every support in producing accounts whatever your starting point Interactive reports provides streamlined workflow, allowing instant access to client details, account descriptions, disclosures and notes as well as allowing you to add, amend or cancel postings and immediately see the results. Interactive Reports now also gives you the ability to link Working Papers directly to a set of accounts, creating a paperless process when reviewing and amending accounts. PTP Accounts Production just works and requires very little support - I may call the customer support desk perhaps once a year. Nicola Cubbon Integration with KashFlow, our award winning online bookkeeping solution including drill-down to transactional data Flexibility to allow personalisation of the reports whilst warnings ensure accuracy Simple, fast online filing with Companies House at a touch of a button Automatic ixbrl tagging * Charities and academy formats are an optional extra with an additional fee FRS 101 & 102 including small entities plus FRS 105 compliant. Including early adoption & ixbrl. 6 Order now at iris.co.uk/ptpaccountsproduction or call

7 Desktop solutions PTP CT Platform Trouble-free completion of clients Corporation Tax return form CT600, including a full ixbrl calculation. Use with PTP Accounts Production to ensure all your HMRC submissions are ixbrl compliant. Desktop solutions All data entry is made via schedules to the tax form making it incredibly easy to use and fast to complete returns. When used in conjunction with our accounts production, the data is shared, bringing even greater accuracy and efficiencies. Quick to install, easy to use and saves me hours of time every year. I couldn t be happier with my software choice. John Rankin, Questor Services Comprehensive online filing - including amended and earlier year returns FREE Improves accuracy - pre-check against HMRC validations before final submission Fully automated ixbrl tagging for greatest productivity Extensive computation functionality including: Profit adjustment Capital allowance Capital gains Integrated with PTP Accounts Production to remove the need for data re-entry Data protection - built in security and backup features Practice management features - user customisable reports, letter writing and mail merge functionality Order now at iris.co.uk/ptpctplatform or call

8 Desktop solutions PTP Tax Return Gain instant access to key information for efficient, accurate completion of tax returns. All data entry is made via schedules to the tax form making it incredibly easy to use and fast to complete returns. When used in conjunction with our accounts production, partnership and P11D products, the data is shared, bringing even greater efficiencies. Complete the personal self-assessment tax return SA100 and repayment claim form R40, including the full HMRC calculations, for all your clients quickly and easily Comprehensive online filing - including amended and earlier year returns FREE Improves accuracy - pre-check against HMRC validations before final submission Quick creation of additional forms; SA303 and 64-8 Data protection - built in security and backup features Practice management features - user customisable reports, letter writing and mail merge functionality Comprehensive computation features: Full HMRC computation Capital allowances calculator - including future years Capital gains calculator Basis Period calculator Automatic calculation of Foreign Tax Credit Relief Get ahead - ability to enter in year self-employment trade details and calculations for the next tax year Great efficiencies and time saving: FTSE 350 dividend database - saving time and effort to check or calculate dividend pay-outs Integrated with PTP Partnership Return, PTP Tax Expense (P11D) and PTP Accounts Production as well as accounts import in Standard Name Format (SNF) from various third party final accounts products including VT 8 Order now at iris.co.uk/ptptaxreturn or call

9 Desktop solutions PTP Partnership Return Complete your own and your clients partnership tax return form SA800. All data entry is made via schedules to the tax form making it incredibly easy to use. Desktop solutions When used in conjunction with our accounts, and tax products, the data is shared, bringing even greater efficiencies. Complete and file tax return form SA800 faster than ever Comprehensive online filing - including amended and earlier year returns FREE Improves accuracy - pre-check against HMRC validations before final submission FTSE 350 dividend database - saving time and effort to check or calculate dividend pay-outs Comprehensive capital allowances calculator All HMRC help notes available on-screen to make completion fast and easy Great efficiencies and time saving Integrated with PTP Tax Return and PTP Accounts Production as well as accounts import in Standard Name Format (SNF) from various third party final accounts products including VT Data protection - built in security and backup features Practice management features - user customisable reports, letter writing and mail merge functionality When used with PTP Tax Return Automatically complete the partnership supplementary pages of the partners returns Access the personal tax return via the same screen and share relevant data to minimise effort and improve accuracy Order now at iris.co.uk/ptppartnership or call

10 Desktop solutions PTP Trust Return Save time and increase accuracy when completing the trust tax return form SA900 for all trust types. PTP Trust Return is an extremely cost-efficient solution. Intelligent warnings help prevent mistakes, while a comprehensive dividend database makes it easy to check or calculate dividend pay-outs and share holdings. All data entry is made via schedules to the tax form making it incredibly easy to use and fast to complete returns. When used in conjunction with TROIKA trust accounts product, the data is shared, bringing even greater efficiencies. PTP Trust Return Software simplifies, streamlines and supports you in completing form SA900 Comprehensive online filing - including amended and earlier year returns FREE Improves accuracy - pre-check against HMRC validations before final submission FTSE 350 dividend database - saving time and effort to check or calculate dividend pay-outs Handles all trust types; personal representatives, interest in possession, accumulation/discretionary and mixed trusts Full calculation functions to deal with the most complex trust tax Minimise mistakes as the form is completed on-screen and results immediately shown Data protection - built in security and backup features Practice management features - user customisable reports, letter writing and mail-merge functionality Mobility - export records to your laptop to work out the office, for example at your client s premises to work on the live data in collaboration with them Links to the TROIKA trust management product 10 Order now at iris.co.uk/ptptrust or call

11 Desktop solutions PTP Tax Expense Complete forms P11D, P11D(b), P9D and P46 (Car) and submit online for your clients. Desktop solutions All data entry is made via schedules to the form making it incredibly easy to use and fast to complete your P11Ds. When used in conjunction with our tax return product, the data is shared, bringing even greater accuracy and efficiencies. PTP Tax Expense is an extremely cost-efficient solution. Intelligent warnings help prevent mistakes and you will save time by recording expenses throughout the year simplifying and speeding up year-end routines. PTP has helped me gain so much more value from my customers - and even paid for itself after the first couple of times I used it! Patrick Lunney, Patrick Lunney Associates, Oxon Comprehensive online filing of forms P11D, P11D(b), P9D and P46 (Car) Car and fuel benefits calculated automatically using a database of CO 2 emissions - saves time as no research is required Class 1A liability calculated automatically Easy disclosure and reporting - the system splits payments between taxable, non-taxable, dispensation, PAYE settlement agreement and section 336 What if scenarios - helps you to provide advice to your clients on expenses and benefits by using HMRC worksheets for what if scenarios Saves time and improves accuracy - when integrated with PTP Tax Return, data is transferred automatically to complete the benefits section of the employment pages Available in two versions to suit your practice or business: Adviser version - produce year end forms easily Employer version - track expenses throughout the year and report on them, plus produce the year end forms easily Order now at iris.co.uk/ptptaxexpense or call

12 Desktop solutions PTP Share Register Take the effort out of company secretarial administration and forming new companies. Time-consuming manual tasks are completely eliminated, freeing chargeable time for higher value work. Comprehensive Companies House forms - compile and print fully completed forms, including: Companies House forms such as annual returns Stock transfer forms Share certificates Dividend warrants and lists Minutes of AGM and directors meetings Form companies electronically in conjunction with formation agents, The London Law Agency Limited Time savings - import fully completed statutory books for any company formed by The London Law Agency Limited Print Statutory Registers and other reports Online access to Companies House facilitates easy: Importing of standing data direct from Companies House when adding a new client Comparison of basic company data entered with that logged at Companies House Viewing of the documents filed for a company I have been using PTP Share Register for just over a year now. The software is very easy to navigate with everything needed at your fingertips from producing and filing Annual Returns, changes to officers to an at the glance view as to what is coming due for filing. It has certainly given my practice a more professional feel to it and would recommend it to anyone looking for thinking about adding this module. Julie Swain 12 Order now at iris.co.uk/pcshareregister or call

13 Desktop solutions IRIS AML Know your client information with simple to use, cost effective software that provides a complete solution to UK Anti Money Laundering compliance. Desktop solutions Anti-Money Laundering Regulations involves checking the identity of customers and keeping all relevant documents. You must also report any suspicious activity to the Serious Organised Crime Agency. Failure to do so can result in prosecution and a criminal conviction, with a maximum sentence of 2 years, a potentially unlimited fine or both. IRIS Anti-Money Laundering Software manages to cover all of the requirements of firms including Accountants, Solicitors and Estate Agents. What s more when you use PTP PC Share Register Plus (page 12), your database seamlessly integrates with IRIS AML to easily identify non-compliant clients. Can identify non-compliant clients and help you bring them up to date Incorporates a cost-effective electronic verification system, that doesn t require purchasing a minimum number of checks each year or involve any setup costs Connects to Companies House and provides a free search confirming the name and address of the company Links directly to the online money laundering regulations and guidelines Comprehensive staff training through the newswires and training modules We have used the AML software for over twelve months and appreciate the reassurance it provides in enabling us to meet our obligations under the Money Laundering Act. Douglas Pick, Walter Ridgway & Son Ltd Order now on or ptpsales@iris.co.uk 13

14 Desktop solutions IRIS Payroll for Accountants A comprehensive bureau software solution for accountants offering a client payroll service. Covering payroll calculations, employment law compliance and P11D production, IRIS Payroll for Accountants delivers everything you could ask for in the most comprehensive payroll package. IRIS Payroll for Accountants works seamlessly with the IRIS AE suite. IRIS Payroll for Accountants includes IRIS Bureau Payroll is designed specifically to meet the unique demands of managing the payrolls of multiple client companies. IRIS HR Manager helps you comply with employment law by storing employee information and employment documents in a central database that makes information, reports and analysis quick to retrieve. IRIS P11D is simple to use and could help avoid penalties for incorrect or late submissions. With a car emissions database and automatic completion of complex calculations, IRIS P11D makes statutory form completion even faster. RTI Compliant RTI (Real Time Information) represents the biggest change in payroll since 1944 when PAYE (Pay As You Earn) was introduced. All small to medium businesses are legally required to report payroll information in real-time and with our relentless focus on compliance you can rest assured that with IRIS Payroll for Accountants you are covered. 14 Order now on or ptpsales@iris.co.uk

15 Take IRIS Payroll for Accountants further with... IRIS AE Suite The leading automatic enrolment solution. The IRIS AE Suite comprises of three elements; assessment, communications (pension letters) and electronic payslips including P60s. It has been developed through the close relationships with pensions providers and The Pensions Regulator as well as customer feedback. The solution works within your payroll and is not a middleware solution. With over 6,700 customers assessing over 600,000 employees you can relax in the knowledge that the IRIS AE Suite will deliver push button automation, taking the admin and stress out of automatic enrolment compliance. Find out more at iris.co.uk/aesuite IRIS OpenPayslips IRIS OpenPayslips is the secure web based solution that enables your employees to access and download their payslips via an online portal. It allows you to publish payslips electronically from within your IRIS payroll software to a secure online payslip portal. IRIS is the only payroll software provider that allows you to deliver your employees payslips direct to their smartphone or tablet! Increase your payroll processing efficiency Reduce your carbon footprint demonstrating an environmentally friendly pay solution Reduce your payslip distribution costs including costs to print, post and process Employees can access payslips anytime saving you time having to produce them Desktop solutions We ve been using the IRIS automatic enrolment solution to assess employees and to produce and distribute our payslips for a number of months now and are pleased with the results. It saves us a lot of time and helps reduce waste. Automatic enrolment is very complex and we have complete confidence that the IRIS AE Suite will ensure our clients are compliant. Andrew Bodkin, Managing Partner, Haines Watts Accountancy Firm Of The Year 2014 FREE licence of IRIS OpenPayslips when using any IRIS payroll product Order now on or ptpsales@iris.co.uk 15

16 Cloud solutions KashFlow KashFlow is an online bookkeeping solution providing your clients with an intuitive way to maintain their company finances. FREE 12 month licence Using the latest cloud technology KashFlow makes the process of bookkeeping simpler for your clients and also gives you complete visibility of their financial records allowing closer real-time collaboration. KashFlow s integration with PTP Accounts Production makes you even more efficient and, with your client s finances in good shape, you have the time to become their business advisor rather than the number cruncher. The addition of bank feeds within KashFlow is a major time saving feature for both you and your clients. Benefits for you: Provide a better service for your clients. Through shared access to a brand-able cloud application, KashFlow allows you to help you clients keep better books, enabling you to correct and advise them throughout the year Create new service propositions. With access to over 50 reports you can offer your clients new, high value services such as monthly management accounts, plus with integrated KashFlow Payroll, you or your client can run paperless payroll in the cloud Work from anywhere. With KashFlow you ll have secure access to your clients financial information anytime, anywhere Maximise productivity. Speed through compliance work with in-built integration to PTP Accounts Production, allowing you to take on more clients Gain more clients. The KashFlow Connect Partner Programme includes access to the popular Accountant Directory, a place for small businesses to find and compare accountants that work with their chosen cloud accounting system IRIS KashFlow Connect With IRIS KashFlow Connect you will be able to view and manage all your clients accounting information - for free and in real-time. Using the client manager and the partner programme will help you to promote KashFlow to clients. Benefits for your clients: Get paid faster. Clients can create electronic invoices with pay-now buttons and benefit from automated reminders and credit control Stay in control: Clients can stay on top of their cashflow, make better decisions and enlist the help of their accountant Work from anywhere. Clients can create quotes and raise invoices at customer sites via the mobilefriendly interface Hit the ground running. An intuitive user interface combined with free training, award-winning support and a detailed KnowledgeBase ensure clients hit the ground running PTP Customers get FREE 12 month use of leading KashFlow online bookkeeping and FREE use of IRIS KashFlow Connect to manage all client accounting information from a single dashboard. 16 Call us on to start using KashFlow online bookkeeping

17 Cloud solutions IRIS WebPortal We deliver complete website projects, from the design and build stages right through to hosting and maintaining your website. Cloud solutions The design of your new website can be based on a standard style that complements your practice branding, such as your existing website, stationery and corporate colours. Alternatively, we can build a bespoke website for your practice from the ground up. You can leave everything to us, indicate the style of website you d like, or provide a design for us to work to. The choice is yours. Awesome, I ve been signing up 10,000 worth of new work per week over the last 2 months and our website is central to our marketing activities. The modern way to market your practice, with every support to drive traffic to your website Reinforce your professional reputation by sharing timely, relevant information with clients and prospects A choice of services to suit your budget and growth ambitions, delivered by experienced web professionals Plus full integration of your branded IRIS OpenSpace client portal, and client bookkeeping with KashFlow SEO optimised website that s designed for desktop, tablet and mobile environments LessTax2Pay Find out more at iriswebportal.co.uk or call

18 Cloud solutions IRIS OpenSpace IRIS OpenSpace is a cloud-based solution that enables you and your clients to exchange and approve documents in a secure, simple, and time saving way. As documents are held in the cloud, they are accessible from any location. Your clients simply log in with their own username and password to download, review and upload their documents. Speed up the tax return process IRIS OpenSpace seamlessly integrates with all PTP Software and IRIS OpenTax which means your clients can easily access their tax returns, approve them online and send them back within minutes from anywhere. Electronic approval functionality enhances security and allows clients to approve any PDF document within minutes including tax returns for free Quick and easy to use - exchange documents at the touch of a button Brand-able client portal so integration with your website means sharing documents couldn t be easier Safe and secure with industry standard SSL encryption and password controlled access on an individual basis Complying with UK data protection rules all documents are stored on servers based in the EU IRIS OpenSpace is a safe, simple and secure collaborative tool and if you re a UK based accountancy business we will give you 1GB of free storage to get you started. 18 Sign up and start sharing documents in the cloud at iris.co.uk/openspace

19 Cloud solutions KashFlow Payroll Technology is changing the way payrolls are run and now PTP customers can choose new cloud-based payroll solutions that transform the payroll and employee engagement. Cloud solutions Seamlessly integrates with KashFlow s cloud-based accounting software; access your payroll - anytime, anywhere. Our HMRC recognised payroll software processes your company s pay and automatically files your RTI submissions online, and on time. Manage the pay of as many employees and companies as your business requires - Bureau grade software that is simple and easy to use that makes the complexity of payroll simple Keep your employees pay details updated at all times - our smart payroll even takes care of dealing with employees leaving, re-joining, adoption leave and earnings order Pay your employees when you want! Be it weekly or monthly, our flexible Payroll gives you the power to run both at the same time, if you operate separate pay runs Create and send personalised reports - get summaries of your incomings and outgoings, which can be exported to PDF and Excel (CSV) Takes care of all your Real Time Information (RTI) submissions - automate your submissions wherever you are, we work well on smartphone, desktop and tablet devices. We re also HMRC recognised, ensuring that your submissions are timely and correct Find out more at iris.co.uk/kashflowpayroll or call

20 Cloud solutions IRIS OpeniXBRL The ideal solution for accountants who prepare complex accounts outside of an accounts production system, using Microsoft Word or Excel. Produces ixbrl compliant accounts from Microsoft Word or Excel documents Learning engine recommends ixbrl tags and reduces risk of mis-tagging Audit trail delivers inbuilt accountability and transparency Fully compliant with HMRC mandate Find out more at iris.co.uk/openixbrl We needed to find an ixbrl conversion package to handle client accounts produced outside our regular accounts production package. IRIS OpeniXBRL proved to be the ideal solution, giving us an intuitive way of ensuring our compliance with the HMRC mandate. Benjamin Levy, Mazars LLP 20 Contact us on or

21 Ready for an integrated suite? Move to IRIS... If you are looking for an integrated suite of products, best of breed applications or are a forward thinking practice looking to move into the cloud, IRIS provides true-integration of products built around a single centralised database. Compliance There is no need to worry about regulatory change and compliance, IRIS is always one step ahead of the latest changes and works in partnership with HMRC and Companies House to meet the needs of an ever changing regulatory landscape. Over 45% of vendor submitted tax returns are filed with HMRC by customers using our software, so we really do have unrivalled expertise and experience. Collaboration Our software products allow you to offer your clients new and additional services, giving you competitive advantage, without the need to make major investments. This leads to deeper engagement with your clients, and increased revenue. Productivity Our integrated products automate every aspect of your business. And not only that; it also stores all your information in a single central database, minimises the need for data entry and associated errors and ensures a single common view of your customers and their work across your business. Also, sophisticated reporting functions provide insightful business analytics. Workflow is automated, so you are prompted for the next steps as well as important deadlines. The integration of IRIS is phenomenal. It means you only ever have to make a data entry once for every module to have the latest client information. Not only does this save time, it cuts down on errors. David Jenkins, David M. Jenkins & Co Save up to 75 hours per user per month! IRIS customers tell us they save on average 22 hours per month, per employee, through the use of IRIS products in their practice. Furthermore, some customers, using a wider range of IRIS Solutions, report a saving up to 75 hours! Call us today and talk to your account manager to discuss moving to IRIS Call or ptpsales@iris.co.uk 21

22 IRIS Software Group Riding Court House, Riding Court Road, Datchet, Berkshire, SL3 9JT iris.co.uk/ptp PTP & IRIS are trademarks. PTP Software Ltd 02/2017. All rights reserved. All other marks are the property of their respective owners.