Practice Engine

Practice Engine by Iris empowers accounting firms to efficiently manage client relationships, streamline time and billing, optimize workflows, and make data-driven decisions to drive growth and profitability. With the Practice Engine for AuditDashboard integration, teams can automate workflows and sync data, driving mission-critical work forward across their entire firm. Ensure accuracy and completeness without manually entering data in multiple systems by integrating Practice Engine with AuditDashboard.

For example, you can:
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• ‍Create Client Companies in AuditDashboard when you create Companies in Practice Engine‍
• Update Client Company properties in AuditDashboard when you update Company information in Practice Engine‍
• Create Engagements in AuditDashboard when you update deal stages in Practice Engine Add users to Engagements in AuditDashboard when you add users to deal in Practice Engine‍
• Update Engagement details in AuditDashboard when you update data properties in Practice Engine
• And more…

To learn more about reducing your administrative overhead or to get started with the Practice Engine for AuditDashboard integration, Connect with a Workflow Specialist.

About Practice Engine by Iris
‍Practice Engine by Iris is a powerful, cloud-based practice management solution designed specifically for accounting firms. It combines robust functionality with flexible, customizable tools to help firms manage client relationships, streamline workflows, track time and billing, and drive overall efficiency. With a focus on usability, scalability, and deep integration capabilities, Practice Engine empowers firms to improve service delivery, optimize operations, and support sustainable growth.