Practice management
IRIS Document Management
Cloud document management for accounting/CPA firms with AI plain-language search, OCR, AI auto-tagging, auto-filing rules and a branded client portal; standalone or with IRIS Firm Management.
| Category | Practice management |
|---|---|
| Website | https://www.irisglobal.com/products/iris-document-management/ |
| Pricing (as shown) | Contact sales (demo request; no prices shown) |
| Free trial | unclear |
| Trains on customer data | Doesn't train on your data IRIS: client data 'is never used to train AI models'; AI processing happens in the region where the data is stored. |
| SOC 2 | No mention found on pages checked |
| Security / DPA page | https://www.irisglobal.com/legal/privacy-policy/ |
| Integrations mentioned | Microsoft 365, Microsoft Dynamics |
| Status | active |
| Last checked | Nov 2, 2026 |
Changes
Nov 2, 2026
Added: IRIS Document Management
IRIS launched a cloud document management system for accounting firms in the UK and US. It offers AI plain-language search, OCR, AI auto-tagging, auto-filing rules and a branded client portal, standalone or with IRIS Firm Management. IRIS says client data is never used to train AI models. Pricing is by demo.
Sources
- https://www.irisglobal.com/products/iris-document-management/
- https://www.irisglobal.com/legal/privacy-policy/
- https://www.iris.co.uk/news/iris-expands-accountancy-portfolio-with-launch-of-ai-powered-document-management-solution/
- https://www.iris.co.uk/products/iris-document-management/
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