Kipsi Pricing & Features Overview

Overview

What is Kipsi?

Kipsi isn’t just another accounting software program. It’s a bespoke technology platform designed to streamline and automate the client engagement process for professional services firms like accountants, consultants, and lawyers.

Why Use Kipsi to Enhance Your Client Engagement?

Here are some key benefits of using Kipsi to improve the way you work with your clients:

Streamlined Client Onboarding & Communication: Simplify the onboarding process, collect client information efficiently, and foster clear communication through a centralized platform.
Automated Workflows & Reminders: Automate repetitive tasks like sending engagement letters, chasing overdue documents, and generating invoices, freeing up valuable time for your team.
Secure File Sharing & Collaboration: Provide clients with a secure platform to share documents, access project updates, and collaborate seamlessly with your team.
Real-Time Data & Analytics: Gain valuable insights into project progress, track deadlines, and make data-driven decisions with real-time dashboards and reports.
Improved Client Experience: Deliver a more efficient and transparent client experience by keeping them informed and engaged throughout the engagement lifecycle.

Who is Kipsi For?

Kipsi caters to a range of professional services firms, including:

Accounting Firms: Streamline accounting workflows, automate tax preparation processes, and improve communication with your clients.
Consulting Firms: Manage client engagements effectively, collaborate efficiently with project teams, and deliver exceptional consulting services.
Law Firms: Simplify client onboarding, automate legal document management, and securely share case files with your clients.
Financial Advisors: Enhance client communication, automate financial reporting, and deliver a more efficient wealth management experience.
Freelancers & Independent Professionals: Manage your client base, automate invoicing, and stay organized with Kipsi’s user-friendly platform.

Kipsi goes beyond traditional accounting software by offering a comprehensive suite of tools designed specifically for professional services firms. By automating workflows, facilitating secure collaboration, and providing valuable data insights, Kipsi empowers professionals to streamline client engagement, improve efficiency, and deliver a superior client experience.

Deals

Kipsi

Automation tools

Free Demo

Experience Kipsi’s Efficiency with a Free Demo!

Get Deals

Reduce

Save 10% on your yearly subscription

You can save up to 10% by following these steps:

Up to 10%

Learn How

Pricing and Features

Product Tier

Pricing

Features

Kipsi R&D

Pricing

On-Request

Streamlined Surveys: Simplify tax study information collection.
Step-by-Step Experience: Guide clients through surveys effortlessly.
Direct Feedback: Clients can ask questions or provide feedback.
Automated Requests: Save time on document gathering and follow-up.
Expense Allocation: Easily allocate expenses to R&D projects.
Client Tracking: Monitor client progress in expense allocation.
Engagement Management: Centralize ongoing engagement oversight.
Dashboard Overview: Identify clients needing immediate attention.
Team Assignments: Assign team members to engagements efficiently.

Kipsi PBC

Pricing

On-Request

Client Portal: Securely upload and track documents.
Detailed Requests: Clarify request descriptions to reduce confusion.
Assignment Notifications: Clients receive notifications for assigned requests.
Request Management: Track PBC items and set deadlines.
Approval Workflow: Approve or reject submissions with ease.
Email Automation: Automate follow-ups and notifications.
Targeted Notifications: Notify only relevant client contacts.
Customizable Emails: Control email frequency per request.

Kipsi Forms

Pricing

On-Request

Questionnaire Tracking: Real-time progress monitoring.
Variety of Questionnaires: Administer different types within one engagement.
Client Interaction: Clients fill out questionnaires and communicate directly.
Centralized Client View: All assigned questionnaires visible in one place.
Client Support: Clients can ask questions within the questionnaire.
Customization Options: Tailor questionnaires to fit your firm’s needs.
Branding: Add firm logo for a personalized client experience.

All Pricing Details Here

Experience

Cancellation

Optimizing Client Engagement: Cancelling Your Kipsi Subscription

As your professional services firm’s needs evolve, or as you explore alternative platforms for streamlining client engagement processes, Kipsi recognizes the importance of providing a seamless process to cancel your subscription. To ensure a smooth transition and prevent any unintended charges, please visit this page.

Product FAQ

What is Kipsi and how does it work?

Kipsi is a tax software designed to simplify the tax filing process for individuals and businesses. It uses advanced algorithms and automation to accurately calculate your taxes based on the information you provide. You can easily input your financial data, deductions, and credits, and Kipsi will generate your tax forms and help you file electronically.

Is Kipsi suitable for both individuals and businesses?

Yes, Kipsi caters to both individuals and businesses. Whether you are a salaried employee, self-employed professional, or a small business owner, Kipsi can handle your tax preparation needs. It offers specific features and forms tailored to different tax situations.

How secure is my personal and financial information on Kipsi?

Kipsi takes data security seriously. It employs industry-standard encryption protocols to protect your personal and financial information. Additionally, Kipsi adheres to strict privacy policies and does not share your data with any third parties without your consent.

Can Kipsi handle complex tax scenarios?

Yes, Kipsi is equipped to handle various tax scenarios, including complex ones. It can handle multiple sources of income, rental properties, investments, and other intricate tax situations. The software provides step-by-step guidance and ensures accurate calculations to minimize errors.

What support options are available if I need assistance while using Kipsi?

Kipsi offers customer support through various channels. You can reach out to their support team via email or phone for any queries or technical issues. Additionally, Kipsi provides extensive documentation, tutorials, and FAQs on their website to help users navigate the software effectively.