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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

IRIS Practice Engine empowers you to anticipate the future with assurance. Our cloud-based management software provides the insight and confidence necessary for making informed business choices. With over 20 years in the industry, IRIS Practice Engine has supported numerous practices in expanding their operations by boosting efficiency and enhancing client interactions. Throughout the years, the company has consistently adapted and upgraded its software to align with the evolving demands of the accounting sector. At IRIS Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows. To achieve that, you require a comprehensive solution to oversee your firm effectively. Unfortunately, traditional software often lacks the essential features and functionalities you seek, leading to feelings of frustration and hindrance in your growth. This is where IRIS Practice Engine steps in, offering you the tools you need to thrive in a competitive landscape.

Description

Klient offers a complete suite of professional services automation, including services proposals and CPQ, project and collaboration management, time & expense management, resource management, billing and revenue recognition. Klient PSA (formerly Krow), is a tool that transforms client delivery. It provides a single, unified solution for companies and services teams. It also provides the most connected and collaborative platform to customer success. Klient PSA was built 100% natively on Salesforce. It is designed with customers in mind, allowing project teams to work with customers from sales to service delivery. Klient offers a complete professional service automation suite, including services proposals and CPQ, project and collaboration management, resource management, billing and revenue recognition.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Breadwinner No 
HubSpot CRM No 
HubSpot Customer Platform No 
InboxCRM by AppEQ No 
Jira No 
NetSuite No 
Pipedrive No 
QuickBooks Online No 
QuickBooks Online Advanced No 
QuickFee Yes 
Sage Intacct No 
Salesforce No 
Salesforce Agentforce 360 Platform No 
Slack No 
Virtual Cabinet Yes 
Xero No 
Zendesk No 
Zendesk Sell No 

Integrations

Breadwinner Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
InboxCRM by AppEQ Yes 
Jira Yes 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuickFee No 
Sage Intacct Yes 
Salesforce Yes 
Salesforce Agentforce 360 Platform Yes 
Slack Yes 
Virtual Cabinet No 
Xero Yes 
Zendesk Yes 
Zendesk Sell Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

IRIS

Founded

1980

Country

United States

Website

www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/

Vendor Details

Company Name

Klient PSA

Founded

2014

Country

Canada

Website

klient.com

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management Yes 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Product Features

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

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