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• Save Time & Money

21ST CENTURY PRACTICE MANAGEMENT FOR YOUR GROWING ACCOUNTING & TAX PRACTICE

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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.

and see how Clarity can help your firm

ENGAGE WITH YOUR CLIENTS

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

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

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

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.

INCORPORATE CLIENTS INTO YOUR WORKFLOW

IDEAL FOR CPA, ACCOUNTING, AND TAX FIRMS

REDUCE PHONE CALLS, MEETINGS, & E-MAILS

MINIMIZE PROJECT TURNAROUND TIME

COMPANY DASHBOARD TO SEE THE BIG PICTURE

STAFF DASHBOARDS TO KEEP STAFF FOCUSED

STAFF ALERTS WHEN PROJECTS FALL BEHIND

AUTOMATED CLIENT COMMUNICATIONS & REMINDERS

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

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