• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
enquiries@advaloremgroup.uk
01908 219100
Lumina
CLIENT LOGIN
Lumina
Ad Valorem

Ad Valorem

Treating your business like ours

  • About
    • About Ad Valorem
    • Meet the team
    • Work for us
    • Testimonials
    • Specialisms
    • Liric Accountants
    • Taylor Roberts
  • Services
    • Audit
    • Cloud Accountancy
      • Cloud accounting packages
      • Book-keeping Packages
      • Getting the best from your cloud
    • Tax Services
      • Self Assessment
      • Corporation Tax
      • Share Schemes
      • Patent Box
      • HMRC enquiries and settlements
      • Capital Allowances
    • R&D Tax Credits
      • R&D Tax Credits for Business
      • R&D Tax Credits for Accountants
    • Finance & Banking
    • Wealth Management
  • News & Insights
  • Events
  • Contact Us
< News & Insights

Accountancy firm Ad Valorem strengthens operations with IRIS Software Group partnership - Ad Valorem

3 minutes

| February 22, 2023

Filter by: Cloud Accounting | Hot Topic | Tax |

News

Accountancy firm Ad Valorem strengthens operations with IRIS Software Group partnership

Ad Valorem, the award-winning accountancy firm is today announcing it is partnering with IRIS Software Group (IRIS) to minimise admin, make business processes more efficient and improve client communications.

Over the coming months, Ad Valorem will implement an array of IRIS’ accountancy software solutions including modules from IRIS Elements cloud platform to support its entire suite of services, from accounts production to specialist tax reliefs. The announcement comes after a competitive selection process which took all areas of the business into account, including support for future acquisitions. The solution will be used by a team of 70 specialists across two UK offices.

Toby Perkins, Transformation & Analytics Director at Ad Valorem comments,

“It is now more important than ever to develop long-term partnerships to support firm growth. The team at IRIS deeply understands our technology requirements and shares our passion to provide innovative solutions to help clients in all aspects of business.”

“Not only does IRIS allow us to produce all our work in a single production system but the ease of use will substantially boost our productivity and increase the effectiveness of our client communications. Working with the industry-leading software provider aligns with our vision of modernising and humanising SME accountancy.”

The partnership will see both parties working together to realise Ad Valorem’s long-term vision. This includes regular business reviews with a dedicated account manager to develop new services at pace and deliver next-level client support. Ad Valorem will also help drive the development strategy of IRIS Elements, a key part of keeping them at the forefront of industry thinking.

Elona Mortimer-Zhika, CEO at IRIS Software Group says,

“Our technology will enable Ad Valorem to further unlock the power they offer beyond compliance, helping them stand out from the crowd and focus on aspects software can’t handle – essential business advice for clients. We are excited at the prospect of helping transform the way Ad Valorem operates, freeing time to focus on client development and firm growth.”   

Toby Perkins continues,

“Ad Valorem is delighted with the overall solution, responsiveness and IRIS’ visionary thinking. Numerous senior members of the team were involved throughout the process and really took time to understand our requirements and the importance we place on working with a partner who shares our vision for the future. 

“In fact, we were really blown away by IRIS’ overall approach, its cloud vision and plans to deliver it. We are delighted with our choice to partner with them, and they with us.  We believe this partnership will help us compete in the talent space, integrate acquisitions faster, and it demonstrates our strategic commitment to invest in our systems, data and analytics, all to enhance our client experience.”

(E) enquiries@advaloremgroup.uk (T) 01908 219100 (W) advaloremgroup.uk

Unlock financial insights!

Subscribe to our newsletter and stay ahead with expert accounting tips and updates.

Loading

Footer

2 Manor Farm Court, Old Wolverton Road,
Wolverton, Milton Keynes MK12 5NN
01908 219100
enquiries@advaloremgroup.uk
  • About
    • About Ad Valorem
    • Meet the team
    • Work for us
    • Testimonials
    • Specialisms
    • Taylor Roberts
  • Services
    • Cloud accounting packages
    • Cloud Accountancy
    • Tax Services
    • R&D Tax Credits
    • Finance & Banking
    • Wealth Management
  • News & Insights
    • News & Insights
    • Contact Us
    • Sitemap

Ad Valorem Group © 2025

  • Privacy & Cookies Policy
This website uses cookies to improve your experience. Cookie settingsACCEPT
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Functional
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
CookieDurationDescription
__cf_bm30 minutesCloudflare set the cookie to support Cloudflare Bot Management.
Performance
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytics
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
CookieDurationDescription
_ga1 year 1 month 4 daysGoogle Analytics sets this cookie to calculate visitor, session and campaign data and track site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognise unique visitors.
_ga_*1 year 1 month 4 daysGoogle Analytics sets this cookie to store and count page views.
CONSENT2 yearsYouTube sets this cookie via embedded YouTube videos and registers anonymous statistical data.
pardotpastThe pardot cookie is set while the visitor is logged in as a Pardot user. The cookie indicates an active session and is not used for tracking.
vuid1 year 1 month 4 daysVimeo installs this cookie to collect tracking information by setting a unique ID to embed videos on the website.
Advertisement
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
CookieDurationDescription
test_cookie15 minutesdoubleclick.net sets this cookie to determine if the user's browser supports cookies.
VISITOR_INFO1_LIVE5 months 27 daysYouTube sets this cookie to measure bandwidth, determining whether the user gets the new or old player interface.
YSCsessionYoutube sets this cookie to track the views of embedded videos on Youtube pages.
yt-remote-connected-devicesneverYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt-remote-device-idneverYouTube sets this cookie to store the user's video preferences using embedded YouTube videos.
yt.innertube::nextIdneverYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.
yt.innertube::requestsneverYouTube sets this cookie to register a unique ID to store data on what videos from YouTube the user has seen.
Others
Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.
CookieDurationDescription
_wpfuj1 yearDescription is currently not available.
SAVE & ACCEPT
Powered by CookieYes Logo