Clear Biz software is a cloud-based practice management solution designed for accounting professionals. It provides users with comprehensive features to streamline their practice, including client and appointment scheduling, time and billing management, communication logging, and a personal tax calculator. It helps users easily manage their clients’ tasks, notify them of upcoming deadlines, and provide a status of their tasks. Its scalability makes it suitable for small and midsize businesses.
Clear Biz’s Client Information feature allows users to store and manage detailed contact information for each client. The built-in time tracking feature helps users keep track of billable hours, allowing them to better manage their workflow. The system can also track client credits and balances in real time, enabling users to quickly identify who is owed what. Additionally, the Accounts Receivable (AR) system provides users with various invoicing options, including flat rate and work-in-progress (WIP) billing.
Clear Biz Features
Clear Biz project management tools enable users to collaborate on projects with their colleagues and clients. There are many tools on the platform to help people work together, such as task lists, notifications, document sharing, and comments.
Reporting and Analytics
The reporting and analytics feature gives users an overview of their business performance. The solution generates reports based on data from client invoices, time tracking, and billing information. Users can also track key performance indicators such as time utilization and productivity.
Task Board View
Clear Biz’s task board view allows users to better manage their workflow by giving them a visual representation of their projects. This feature makes it easy for users to find and prioritize tasks, making them more productive.
The solution includes a personal tax calculator, allowing users to assess the impact of income tax changes quickly. This feature helps users make informed decisions when filing their taxes.
Clear Biz Pricing
Clear Biz software pricing is $14.95 and offers multiple plans based on the user’s needs. Click on the "Get Pricing" button, and one of our customer care representatives will contact you to provide pricing details within 24 hours.
Clear Biz Demo
Click on ‘Watch Demo’ to experience how the Clear Biz software demo can help streamline your practice.
Clear Biz Reviews
The system has received many positive reviews from users, who cite its user-friendly interface and comprehensive set of features. Many users have appreciated the scalability of Clear Biz, saying it has allowed them to manage their workflow easily and save time. More Clear Biz software reviews can be found in our Reviews Section.
To sum up, Clear Biz offers an all-in-one practice management solution for accounting professionals. The system is packed with features that streamline workflow and improve collaboration between users and their clients. We recommend prospective users try out the free trial of Clear Biz software and experience the features before making a purchase. This will help them make an informed decision about whether this software suits their practice.
Clear Biz Features
Visual Workflow Management
Process Modeling & Designing
Real Time Reporting