Testimonials - 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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Testimonials

  • There has been an Increase in workflow productivity, efficiency in taking care of our clients, and growth in number of clientele. This tax practice has grown by leaps and bounds since implementing Clarity. Many new clients are looking to do everything online. We have clients living in many different states and have even had clients living overseas, who do NOT want to change CPA firms. Our firm is attracting more tech-savvy clients who like to be able to take care of business with a click, from wherever they are, 24-7. I feel proud to be working for a CPA firm that is at the leading edge of technology

    Leslie Quigley - Stitely & Karstetter, PLLC

  • Managing the workflow, Clarity lets me see everything that is going on, interact with any project seamlessly and see how staff is interacting with clients –ALL FROM ONE PLACE! I leave the office feeling on top of this and have much less stress keeping everything moving forward.

    Sherry Tolbert, Tolbert CPAS

  • I love that the product is all inclusive – keeping all tax documents and all tax conversations in one place. It has reduced the number of emails, in my outlook box, tremendously! The greatest thing about the software is that clients are really using it! The best part is that they receive the automated notifications and it kindly nudges them to get us their documents. It is working beautifully!

    Carol Bahou - CABA CPAs,

  • Clarity Practice Management is the most direct and fastest way for clients to communicate with their CPA! I can see what stage a client’s project is in and what needs to be done next just by opening my dashboard.

    T.S.

  • With Clarity Practice Management, your client gets to see a draft of her return at home and can look at it leisurely. This cuts down on crying in the reception area should the results not be good. Busy clients can upload their documents to a secure site which cuts down on trips to the office dropping off one piece of paper at a time.

    C.K.

  • With Clarity Practice Management, you can sort all of your projects exactly how you want with the press of a button.

    A.C

  • With Clarity Practice Management, your client gets to see a draft of her return at home and can look at it leisurely. This cuts down on crying in the reception area should the results not be good. Busy clients can upload their documents to a secure site which cuts down on trips to the office dropping off one piece of paper at a time.

    C.K.