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About

IRIS Practice Engine helps you look forward with confidence. Our Cloud-based practice management software gives you the clarity and confidence to make better business decisions. Operating in the market for more than 20 years, IRIS Practice Engine has helped a host of practices grow their business by enhancing efficiency and improving client relationships. Over the last few decades, the company itself has continuously evolved and innovated its software, developing it to keep pace with the changing needs of the accounting space. At IRIS Practice Engine, we know that you want to be a growing, forward thinking firm, unrestricted by your technology and processes. In order to do that, you need one solution to manage your firm. The problem is that legacy software doesn’t have the features and capabilities you need, which makes you feel frustrated.

About

Workplate is cloud-based business software for Indian professional services firms, including CA and CS practices, law firms, IT services companies, agencies, and consultancies. Its modules cover project delivery, CRM, e-signing, invoicing, and AI-assisted team chat on a shared account. Projects supports engagement plans, tasks, milestones, time tracking, approvals, and work reports. CRM manages leads, client records, deal stages, owners, and follow-ups. eSign handles engagement letters, NDAs, and statements of work, including Aadhaar-based signing in India, with signed PDFs and audit trails. Invoice supports GST-compliant retainer and milestone billing, payment links, receivables tracking, and exports to Tally and Zoho Books. Modules can be bought separately; deeper data links and automated time-to-invoice workflows are still developing.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies in need of a professional services automation platform

Audience

Professional services firms in India: CA and CS practices, law firms, IT services companies, agencies and consultancies

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

₹249/user/month
Starter: ₹249/user/month or ₹2,490/user/year; includes Projects and Invoice. Growth: ₹399/user/month or ₹3,990/user/year; includes CRM and eSign. Three-seat minimum; GST extra. Annual billing includes two months free. Aadhaar eSign is ₹15 per completed sign; OTP signing is included with Growth. Other module mixes, including AI Chat, are quoted separately.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

IRIS
Founded: 1980
United States
www.irisglobal.com/products/accounting-practice-management/iris-practice-engine/

Company Information

Workplate
Founded: 2020
India
workplate.io

Alternatives

CS Professional Suite

CS Professional Suite

Thomson Reuters

Alternatives

Jetpack Workflow

Jetpack Workflow

Jetpack Workflow
TRUESigner ONE

TRUESigner ONE

Truecopy Credentials
Jovaco Project

Jovaco Project

Jovaco Solutions
TekLAW

TekLAW

NewWave Technologies
eSign

eSign

Graphics Point Engineering

Categories

Categories

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Not Supported
Collaboration Tools Not Supported
CRM Not Supported
Document Management Supported
Portfolio Management Not Supported
Project Management Supported
Proposal Generation Not Supported
Quote Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported

Integrations

ChatGPT Not Supported
Claude Not Supported
Model Context Protocol (MCP) Not Supported
QuickFee Supported
Virtual Cabinet Supported
Zoho Books Not Supported

Integrations

ChatGPT Supported
Claude Supported
Model Context Protocol (MCP) Supported
QuickFee Not Supported
Virtual Cabinet Not Supported
Zoho Books Supported
Claim IRIS Practice Engine and update features and information
Claim IRIS Practice Engine and update features and information
Claim Workplate and update features and information
Claim Workplate and update features and information