Audience

Service providers interested in an easy-to-drive platform to improve their services

About Clarity Practice Management

Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. Clarity Practice Management was born from an IRL (in real life) accountant-client relationship kindled some ten years ago. Clarity Practice Management (CPM) is the first-of-its-kind client-centric practice management SaaS for CPAs, accountants, tax preparers, and their firms, no matter the size of the practice. We dramatically grow the value of your firm while significantly reducing burdensome (non-billable) practice management tasks. No other platform lets service providers and their clients meet from one easy-to-drive platform.

Pricing

Starting Price:
$50 per month

Integrations

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Company Information

Clarity Practice Management
United States
www.claritypracticemanagement.com

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Product Details

Platforms Supported
Cloud
Training
Live Online
Webinars
Support
Phone Support
Online

Clarity Practice Management Frequently Asked Questions

Q: What kinds of users and organization types does Clarity Practice Management work with?
Clarity Practice Management works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Clarity Practice Management support in their product?
Clarity Practice Management supports these languages: English.
Q: What kind of support options does Clarity Practice Management offer?
Clarity Practice Management offers support via phone support and online.
Q: What other applications or services does Clarity Practice Management integrate with?
Clarity Practice Management integrates with: Service Center.
Q: What type of training does Clarity Practice Management provide?
Clarity Practice Management provides training in the form of live online and webinars.
Q: How much does Clarity Practice Management cost?
Pricing for Clarity Practice Management starts at $50 per month.

Clarity Practice Management Product Features

Accounting Practice Management

Approval Workflow Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
For CPA Firms Supported
Project Management Supported
Staff Management Supported
Billing & Invoicing Not Supported
Time Tracking Not Supported

Tax Practice Management

Approval Process Control Supported
Billing & Invoicing Supported
Client Management Supported
Client Portal Supported
Document Management Supported
Due Date Tracking Supported
Scenario Planning Supported
Tax Filing Supported
Workflow Management Supported
Tax Forms Not Supported