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Engage With Your Clients

Clients want a different experience in the 21st century from their CPA’s, accountants, and tax preparers.

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Improve Staff Productivity

Owners of CPA firms, accountants, and tax preparers need objective tools to evaluate staff.

Grow Your Practice

Your practice may literally be dying away. How can you change your client demographic?

Sign up for your free 30-day free trial today.

RUN YOUR PRACTICE. DON’T LET IT RUN YOU.

It’s time to bring greater visibility, sharper clarity, and real-time control to your professional services engagements.

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.

  • All professional services are personal, yet no one has or wants to take the time to meet with their provider in person anymore. Clarity Practice Management provides clients with what they have not, until now, had access to – real-time visibility into their tax, audit, or accounting engagement while covering everything from the first meeting through completion, virtually.
  • With visibility into each engagement comes a sense of control and, in today’s on-demand marketplace, clients must be put in the driver’s seat – being served how, when, and as they want.
  • A meet-to-complete business model means professional services can be delivered as conveniently as a pizza, a ride share, or even a decked-out, customized car. It’s that simple.

CPA, accounting, and tax prep outfits sit within one of the last industries to be disrupted – until now:

  • Historically highly burdensome time-tracking documentation and administrative requirements
  • Limited industry participation in what were narrowly defined client service models
  • Endless areas of nonbillable administrative duties, coupled with manual management of multiple clients

Clarity Practice Management solves for these old-world problems, paving the way for established practices and freshly minted CPAs alike to serve their clients – of all sizes and industries – as easily as delivering a custom order pizza.

BENEFITS

INCORPORATE CLIENTS INTO YOUR WORKFLOW

FEATURES

IDEAL FOR CPA, ACCOUNTING, AND TAX FIRMS

REDUCE PHONE CALLS, MEETINGS, & E-MAILS

CLOUD BASED

MINIMIZE PROJECT TURNAROUND TIME

COMPANY DASHBOARD TO SEE THE BIG PICTURE

STANDARDIZED WORKFLOW

STAFF DASHBOARDS TO KEEP STAFF FOCUSED

AUTOMATED CLIENT REMINDERS

STAFF ALERTS WHEN PROJECTS FALL BEHIND

GROW STAFF COMPETENCE

CUSTOMIZABLE ERROR TRACKING

IMPROVE CASH FLOW

AUTOMATED CLIENT COMMUNICATIONS & REMINDERS

MANAGE STAFF EFFECTIVELY

POST FILES FOR CLIENTS & RECEIVE FILES FROM CLIENTS IN A SECURE ENVIROMENT

HAVE QUESTIONS? ASK A SPECIALIST
+1-800-355-7471

Mon-Fri 9:00am to 5:00pm Eastern

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.