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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Practice Engine, we understand your desire to be a progressive, expanding firm, free from the limitations imposed by outdated technology and workflows.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

RealTime PSO is an enterprise-level professional services and outsourcing on demand application. It is cloud-based and patent protected. RealTime PSO is used by professional services firms and outsourcing companies to sell and deliver firm services on-demand for real-time revenue. It replaces sole dependence on RFPs or receivables for revenue. For a free trial of RealTime PSO, visit www.realtimepso.com.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Amazon Connect No 
GoTo Meeting No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Marketing Hub No 
HubSpot Sales Hub No 
Microsoft Teams No 
NetSuite No 
Pipedrive No 
QuickBooks Accountants No 
QuickBooks Online No 
QuickBooks Online Advanced No 
QuickFee Yes 
Salesforce No 
Stripe Billing No 
Twilio No 
Virtual Cabinet Yes 
Xero No 
Zero No 

Integrations

Amazon Connect Yes 
GoTo Meeting Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Marketing Hub Yes 
HubSpot Sales Hub Yes 
Microsoft Teams Yes 
NetSuite Yes 
Pipedrive Yes 
QuickBooks Accountants Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuickFee No 
Salesforce Yes 
Stripe Billing Yes 
Twilio Yes 
Virtual Cabinet No 
Xero Yes 
Zero Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$65 per user per month
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

Trinity Systems Technologies

Website

www.realtimepso.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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