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IRIS Americas Expands its Fully Integrated IRIS Firm Management (IFM) Solution

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IFM product enhancements are designed to help modern accounting firms and CPAs simplify operations and streamline client management—in one integrated platform

NEW YORK, Jan. 8, 2025 /PRNewswire/ — IRIS Software Group (IRIS) Americas, a leading global software provider of accounting, HR and payroll solutions, today announced strategic product enhancements to its IRIS Firm Management (IFM) solution.

Designed to address the unique challenges faced by modern accounting firms and CPAs, IFM combines practice management, document management, and advanced reporting capabilities into a single, integrated platform. Today’s updates make it easier than ever for firms to manage and onboard clients, stay compliant, and collaborate across teams—all while scaling for future growth.

“Modern accounting firms are growing quickly, expanding their service lines and client bases,” said Jim Dunham, President and General Manager of IRIS Americas. “However, this rapid growth often introduces technology sprawl, added costs, and complexity. To tackle today’s challenges, firms need an all-in-one solution that simplifies operations and helps them scale their business. That’s why we created IRIS Firm Management – purpose-built from strategic acquisitions and shaped by four decades of collaboration with our customers.”

First launched in November 2023, IRIS Firm Management continues to evolve and expand its offerings to better meet the needs of North American accounting firms and CPAs. The latest updates enhance the existing IFM solution, focusing on an optimized user experience, document management, data controls, reporting, and client onboarding. 

Document Management Solution (DMS)
IRIS Firm Management’s integrated DMS simplifies storing, organizing, and retrieving critical documents, ensuring compliance with complex regulatory requirements.

With today’s update, IFM’s DMS automatically retains documents for standard periods of time; offers template forms to maintain document consistency and integrity; and produces a detailed audit trail – tracking who accessed which documents and any actions taken, and when. Firms can securely share encrypted files with clients using drag-and-drop upload functionality, enabling seamless collaboration while maintaining data security.

Other enhanced functionality and features across all IFM modules include:

Advanced Reporting & Dashboards: Firms can now create unlimited customizable reports with step-by-step guidance, gaining real-time insights through interactive analytics dashboards and data visualization. Features like drag-and-drop tools and filtering options make it easy to refine views, organize, and analyze data sets—such as client, geography, accounts receivable (AR), work-in-progress—to create a unified and comprehensive account view.

Enhanced User Experience and Data Controls: Streamlined hierarchical menus replace dropdowns for better accessibility and consistency, while the new period-lockdown feature safeguards financial data accuracy and integrity by preventing changes to key functions. Cloud-based receipt storage simplifies setup, and user preferences allow for tailored workflows.

Streamlined Client Onboarding: Built to address its accounting firm customers’ most common customization requests and challenges, IRIS Firm Management’s new Configuration Management Component offers 140 multi-level configuration options across 40 modules, along with a library of ready-to-use templates. Real-time updates make it easy to enable or disable features without disrupting existing workflows, ensuring seamless, personalized implementations for each client.

“Since we have tremendous growth, our needs and requirements of our practice management software have greatly increased,” said Michael Cereste, Chief Financial Officer, LerroSarbey. “IRIS Firm Management will drastically change our firm operations and bring more detailed information to our leaders across all our service lines from a financial performance perspective but also streamline our overall billing process.”

Highly configurable and built on the trusted and reliable Microsoft Azure cloud-hosted infrastructure, IRIS Firm Management is designed with sophisticated cybersecurity, access management controls, and AI-enabled automation capabilities to help free up valuable time and resources for North American firms. Its powerful API integration capabilities allow for seamless data exchange and support an interconnected ecosystem of third-party vendors such as Okta for single sign on (SSO), Salesforce, BambooHR, Microsoft Dynamics 365 Business Central, Apxium, Aiwyn, QuickFee, HubSpot, and more.

Looking Ahead
In the coming months, IFM customers can look forward to an even tighter integration between Practice Management and Document Management, as well as a user-friendly Universal Client Portal and Productivity Suite to enhance client relationship management with a single point of communication between firms and their clients.

Please learn more about IRIS Firm Management and its expert-guided implementation process here: https://www.irisglobal.com/products/iris-firm-management/.

About IRIS Americas
IRIS Americas is part of IRIS Software Group, working with thousands of CPA firms including 58 of the top 100 CPA firms and 91 of the top 250 CPA firms in the U.S. Its payroll and HCM solutions serve more than 150,000 small to medium sized businesses (SMBs) and processes $18 billion in payroll payments annually for more than 1.1 million North American employees every month. Over the past decade, IRIS Americas has acquired 13 North American-based brands including: Swipeclock, IRIS Star Practice Management, IRIS FMP, IRIS Innervision, IRIS Practice Engine, Doc.It, PSI Payroll, AccountantsWorld, MyPay, Conarc, Cavu, SourceOne, and Payroll Data Processing.

About IRIS Software Group
Founded in 1978 and headquartered in the UK, IRIS Software Group is a global provider of mission critical, cloud-hosted software solutions and services to more than 100,000 customers across 135 countries. IRIS serves small-to-medium sized businesses, CPA firms, Payroll Service Bureaus, finance, HR and payroll teams, educational organizations, and accountancy firms to take the pain out of processes and allow professionals to focus on the work they love. Through simplifying, automating and providing insights on everyday mission critical tasks for organizations of all shapes and sizes, IRIS ensures customers can look forward with certainty and confidence. Follow IRIS on FacebookTwitter, Instagram and LinkedIn. More information on its award-winning software solutions can be found here.

Media contact 
IRIS Software Group 
news@irisglobal.com

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MILESOPEDIA 2025 RANKINGS: The Best Programs, Credit Cards, and Bank Accounts in Canada to Amplify Your Purchasing Power

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MONTREAL, Jan. 9, 2025 /CNW/ – In an economic context where the rising cost of living heavily impacts households, personal finance is at the heart of Canadians’ concerns. To help them navigate this new year, Milesopedia, Canada’s leading platform for comparing credit cards and loyalty programs, publishes its grand 2025 Rankings of the Best Programs, Credit Cards, and Bank Accounts in Canada for the fourth consecutive year.

“2025 begins in an economy marked by the persistence of inflation and uncertainty contributing to the rising cost of living, making it essential to make the most out of every dollar spent. A good credit card can not only simplify payments but also enrich your daily life. Whether you want to reduce your everyday expenses, earn cash back on your essential purchases, gain access to airport lounges, or enjoy hotel upgrades, your credit cards can bring you much more than you might imagine. In the sea of banking offers, here is a ranking of cards and financial institutions that will allow you to maximize benefits according to your spending habits and needs. Too many Canadian consumers leave money on the table due to a lack of time or information. Our 2025 Rankings aim to democratize access to the best financial solutions and the rewards you deserve,” explains Jean-Maximilien Voisine, President and Founder of Milesopedia.

NOTABLE NEW ADDITIONS IN THE 2025 RANKINGS

The 2025 Rankings have been expanded to better represent the diversity of the Canadian market and are based on an in-depth analysis of 255 financial products (171 credit cards and 84 bank accounts), evaluated using over 190 criteria.

From this thorough review, Milesopedia has awarded:

22 awards for credit cards5 awards for banking services

New this year, 6 Milesopedia Community’s Choice Award were granted following a public vote conducted between December 1 and December 14, 2024:

2 credit cards, and4 loyalty programs.

The 2025 Rankings highlight notable changes, with new players emerging in the Milesopedia Community’s Favourite Categories.

Voted Best Travel Credit Card, the American Express Cobalt Card dominated the competition. It stands out for its generous rewards on dining and travel, offering an unparalleled travel experience for Canadians.

As for cash back Credit Cards, the Scotiabank Gold American Express Card has been recognized as the Best Cash Back Credit Card by the community. Offering 5% cashback on grocery and dining purchases, this card enables everyday savings while maximizing rewards.

New products also make their way into the rankings, highlighting the diversification of offers and the evolving expectations of consumers regarding flexibility and accessibility.

In the realm of preferred loyalty programs, the Aeroplan Program was recognized for its exclusive benefits and flexibility in earning and redeeming points, while the American Express Membership Rewards program stood out for its versatility and the wide range of reward options available.

Regarding bank accounts, the National Bank Checking Account for Newcomers was awarded Best Bank for Newcomers in Quebec, while the EQ Bank Personal Account was recognized as the Best Online Banking Account for its ease of access and lack of fees.

Discover our 2025 Rankings now and explore a selection of the best financial products on the market, including credit cards, bank accounts, and loyalty programs. A variety of options to meet the needs of every profile: families, travellers, students, entrepreneurs, and newcomers, with tangible benefits on everyday spending, travel, and financial management.

Press Room
https://milesopedia.com/en/about/press-releases/ 

Photos for release
Photo credit : Milesopedia (2025)
https://bit.ly/40oPRlW 

ABOUT MILESOPEDIA

Since its founding in 2015, the Montreal-based Fintech Milesopedia has established itself as the leading bilingual Canadian reference on loyalty programs, credit cards, and bank accounts (chequing and savings) offered to Canadians. Constantly sought after for its unique expertise, the company has experienced prosperous growth, particularly due to its advanced credit card and bank account comparison solutions, the most widely used in the country, reaching over 2 million unique consumers monthly through the Milesopedia Network, which includes nearly 15 partners: Protégez-Vous, François Charron, Educfinance, Dollars et cents | L’actualité, BB Jetlag, Retraite 101, Club Boomerang, Le Jeune retraité, NoovoMoi (Bell Media), InfoBref, The Canadian Jetsetter and RedFlagDeals (VerticalScope Inc.). Originally launched as a blog by Jean-Maximilien Voisine, an aviation and travel enthusiast, the team now includes 16 employees. The company makes financial products more accessible to consumers by simplifying financial literacy and promoting the responsible and profitable use of financial tools available in Canada.

SOURCE Milesopedia

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Senske Family of Companies Expands Southeast Presence with Acquisition of TurfPride

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DALLAS, Jan. 9, 2025 /PRNewswire/ — Senske Family of Companies (SFC) is proud to announce the acquisition of TurfPride, a leading provider of residential lawn care services in the Atlanta market. This strategic acquisition builds on SFC’s growing presence in the Southeastern United States, which began with the acquisition of Arbor-Nomics in 2024. TurfPride will now become part of the Arbor-Nomics portfolio, further solidifying SFC’s commitment to delivering industry-leading lawn care solutions in the region.

TurfPride has earned a reputation as a trusted name in lawn care, offering services tailored to the specific needs of Georgia’s unique landscapes and climate. Their offerings include lawn fertilization, weed control, aeration, overseeding, disease prevention, and tree and shrub care. With a customer-first approach and a dedication to excellence, TurfPride has been a key player in the Atlanta market, delivering customized treatment programs developed in collaboration with leading turf specialists from institutions like NC State, Clemson, and the University of Georgia.

“Expanding our Southeast operations through strategic acquisitions like TurfPride allows us to strengthen our footprint and bring best-in-class lawn care services to even more customers,” said Casey Taylor, CEO of Senske Family of Companies. “TurfPride’s expertise and dedication to their customers make them a perfect fit for the Arbor-Nomics portfolio. We’re excited to build on the strong foundation they’ve established and continue growing our presence in the Atlanta market and beyond.”

TurfPride will add an additional depot in Kennesaw to Arbor-Nomics’ existing locations in Norcross, Marietta, Cumming, Winder, and Douglasville, GA. This acquisition highlights SFC’s broader strategy to expand in key markets while maintaining the exceptional service and trusted reputation customers expect.

About Senske Family of Companies: Since securing investments from the private equity firm GTCR, the Senske Family of Companies has completed eighteen acquisitions. Senske serves customers in sixteen U.S. states as well as Canada and remains committed to its international expansion strategy by actively seeking partnerships with distinguished home services companies. 

More on Senske’s M&A process can be found at www.senske.com/why-senske/mergers-and-acquisitions/.

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West Academic, A BARBRI Company Partners with The American Law Institute to Elevate Legal Education Resources

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DALLAS, Jan. 9, 2025 /PRNewswire/ — West Academic, a BARBRI company, the leading provider of legal education content and digital learning tools, has added a valuable new addition to its subscription offerings: The American Law Institute Collection. In partnership with The American Law Institute (ALI), this collection offers law schools access to official texts and Tentative Drafts of Restatements, Principles, and the Model Penal Code. The ALI Collection is available as a supplement to the West Academic Study Aids & Reference Collection, providing comprehensive support for legal education.

“We’re excited to partner with ALI to deliver their content with the West Academic Study Aids & Reference Collection. The user-friendly eReader format our platform provides will make it easier for law librarians, faculty, and students at subscribing schools to access this valuable content and incorporate it into their research, teaching, and studies. Our team has loved working with ALI and looks forward to continued collaboration,” said Pamela Siege Chandler, Chief Content and Learning Officer at BARBRI.

The inclusion of ALI’s collection with West Academic’s digital platform means access to critical legal texts with greater ease and convenience. The ALI Collection includes comprehensive resources fundamental to understanding and interpreting the law, such as Restatements of the Law, Principles of the Law, and the Model Penal Code.

“We are thrilled the published books and Tentative Drafts of The American Law Institute’s Restatements, Principles, and the Model Penal Code are now available through West Academic’s Study Aids Collection,” said ALI Director Diane P. Wood. “A core component of our mission is to clarify the law, and now students embarking on their legal education will have easy access to our current library to assist in their studies.”

Wood continued, “While our work in Torts, Contracts, Property, and other areas has long been a cornerstone of legal education, this partnership ensures law schools have convenient electronic access to not only our published books but also our works in progress, including Tentative Drafts on crucial subjects like Children and the Law, Copyright, and Corporate Governance.”

This partnership aligns with BARBRI’s ongoing commitment to providing comprehensive and accessible legal education resources. By including ALI’s texts alongside its digital learning platform, West Academic continues to support the academic and professional growth of law students, equipping them with the essential resources needed for success in the legal field.

For more information about the ALI Collection or to learn more about subscription options, please contact your West Academic Account Manager.

About The American Law Institute
The American Law Institute is the leading independent organization in the United States producing scholarly work to clarify, modernize, and improve the law. The ALI drafts, discusses, revises, and publishes Restatements of the Law, Model Codes, and Principles of Law that are influential in the courts and legislatures, as well as in legal scholarship and education. By participating in the Institute’s work, its distinguished members have the opportunity to influence the development of the law in both existing and emerging areas, to work with other eminent lawyers, judges, and academics, to support the rule of law and the legal system, and to contribute to the public good. For more information about The American Law Institute, visit www.ali.org.

About West Academic, A BARBRI Company
In 2021, BARBRI acquired West Academic. West Academic offers industry-leading legal education materials and digital learning resources for law schools. Rooted in a rich history of legal expertise and innovation, West Academic delivers trusted resources that support faculty instruction and enhance student learning.

BARBRI is the global leader and largest provider of tech-enabled legal learning solutions for law students, law schools, universities, professionals, law firms, and organizations.

BARBRI has been the number one brand in legal education for over 50 years and has forged a trusted relationship with more than 1.5 million legal professionals around the world. BARBRI’s ongoing commitment to innovation in technology, learning science, and expert content and curriculum — developed by renowned experts — empowers global legal learners at every step of their career journey. From helping aspiring lawyers prepare for the LSAT and succeed in law school, to delivering effective U.S. Bar and SQE preparation courses and a lifetime of legal education through professional development courses, BARBRI’s exceptional resources, data insights, and personalized support help legal learners, law schools and organizations achieve their goals and provide excellent learner outcomes.

BARBRI is headquartered in Dallas, Texas, with offices in the United States and United Kingdom.

For more information, please visit www.barbri.com

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