Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FinKoper CRM is designed for Accounting firms.
Features:
Communication: Communicate with clients via Telegram, WhatsApp or Email. All accountants who are leading this client can communicate in one window within the service, without using personal messengers.
Tax calendar for every client: Once a client is set up, the service automatically creates a schedule for tax reporting and integrates it into the calendar of the accountant.
Chats and tasks - Employees can track and set tasks for themselves and colleagues. Recurring tasks and checklists, tags, comments and attached documents are all set up in one window.
Work Time Tracking: This tool allows you to plan the number of staff, their qualifications and workload.
Analytics for the manager : Detailed reports, graphs and charts on employee productivity and work efficiency for every client and task.
Description
Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
1C:Enterprise
Yes
Actin Time
No
Algonomy
No
Dayshape
No
Gmail
Yes
Mail.ru
Yes
Marigold Engage+
No
Staffology HR
No
Telegram
Yes
Virtual Cabinet
No
Integrations
1C:Enterprise
No
Actin Time
Yes
Algonomy
Yes
Dayshape
Yes
Gmail
No
Mail.ru
No
Marigold Engage+
Yes
Staffology HR
Yes
Telegram
No
Virtual Cabinet
Yes
Pricing Details
€5/month
Free Trial
Yes
Free Version
No
Pricing Details
$320 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
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)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Alfa Solution spol. s.r.o.
Founded
2022
Country
Czech Republic
Website
www.finkoper.com
Vendor Details
Company Name
IRIS Software Group
Founded
1978
Country
United Kingdom
Website
www.iris.co.uk
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
No
Document Management
Yes
Due Date Tracking
Yes
For CPA Firms
No
Project Management
No
Staff Management
Yes
Time Tracking
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No