Clarity Practice Management

Clarity Practice Management is software as a service for accounting and tax practices. It is built around the client relationship and aims to cut non-billable administration for CPAs, accountants and tax preparers.

What Clarity Practice Management offers

• Client workflow — brings clients into the process of an engagement.
• Company dashboard — a firm-wide view of work in progress.
• Staff dashboards — help owners see how team members are doing.
• Turnaround tools — aims to shorten project times and cut phone calls, meetings and emails.
• Visibility and control — real-time oversight of professional services engagements.

Who it works with

CPA firms, accountants and tax preparers, from small practices to larger firms.

Key facts

• Trial and demo: a trial period and live demos are offered.