Clarity Practice Management | Grow Your Practice
Accounting and Tax Practice Management
Accounting Practice Management, CPA practice management, accounting workflow, tax practice management, accounting portal, cpa portal, accounting file sharing, tax file sharing, cpa file sharing, accounting automation, cpa automation
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Grow Your Practice

Growing your Practice

 

What’s the average age of your clients? For many firms, it’s over 60 – way over 60. Your practice may literally be dying away.
How can you change your client demographic?

  • Recognize that younger clients want a different experience.
  • They view phone calls and e-mails as intrusions.
  • They want to communicate when they want, not when you call them.
  • They want to participate in the tax return process by asking questions and reviewing draft returns.
  • They want to post files and notes for you in a secure place.

With Clarity Practice Management you can

  • Post files for clients and much, much more.
  • Post notes for clients, and they can post notes for you.
  • Ask clients questions and receive answers on the site.
  • Automate reminders for clients, who don’t provide answers.
  • Post draft returns and have clients approve them on the site.
  • Easily e-deliver tax returns and other deliverables.
  • Track e-filing and automatically notify clients of IRS acceptance.
  • Get paid before you file returns.

Request your free 30-day free trial today.