Benefits - Clarity Practice Management
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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BENEFITS

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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.

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ENGAGE CLIENTS

Keep clients happy by identifying tax returns behind schedule or ones potentially falling through the cracks.

INCREASE PRODUCTIVITY

Save your time by reducing volume of telephone calls and e-mails.

Keep clients happy by tracking staff workload to minimize tax return turnaround time.

Save your time by reducing telephone tag.

Save your time by reducing volume of telephone calls and e-mails.

Save your time through electronic delivery of tax returns.

Engage a younger client base, who prefer electronic communications to telephone calls.

Save your time with automated client reminders.

Provide a safe place for clients to post files and leave notes.

Increase your cash flow by accepting credit card payments before you e-file returns.

Keep clients happy by not losing track of files sent by e-mail.

Simplify e-delivery of tax returns.

Keep clients happy by increasing the quality of return preparation by standardizing workflow.

Keep staff focused on project priorities.

Keep clients happy with frequent group communications.

Less than a minute to create a project.

Never miss another client due date.

Tag clients by industry and services provided.

Provide multiple users per client account.
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REQUEST A DEMO

Request a demo and a Clarity PM specialist will contact you within 1 business day to schedule your demo.

REQUEST A TRIAL

Request a 60 day trial and a Clarity PM specialist will contact you within 1 business day to schedule your trial.