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design
support

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Average Ratings 1 Rating

Total
ease
features
design
support

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickFee
Virtual Cabinet

Integrations

QuickFee
Virtual Cabinet

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$300 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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

TaxPlanIQ

Founded

2020

Country

United States

Website

www.taxplaniq.com

Product Features

Professional Services Automation

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

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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