Clear Biz

Clear Biz

9 Review(s)

Overview

For those grappling with accounting intricacies, Clear Biz offers relief. It simplifies data import, enhances task tracking, ensures deadline adherence, providing a solution for streamlined accounting processes. Explore Clear Biz features to focus on your core accounting tasks confidently and efficiently.

Overall Rating

Based on 9 users reviews

3.3

Rating Distribution

Positive

56%

Neutral

33%

Negative

11%

Starting Price

What Is Clear Biz?

Overview

Clear Biz is a cloud-based practice management solution designed specifically for accounting professionals. It streamlines the practice of accounting professionals. With Clear Biz, users can efficiently manage client and appointment scheduling, time and billing management, and communication logging. It also includes a personal tax calculator, making it a comprehensive tool for managing various aspects of an accounting practice.

What Is Clear Biz Best For?

Clear Biz is renowned for its much responsive tech support team. Its tech support team is known for their quick response times and their ability to effectively address any issues or concerns that users may have. Whether it is overcoming archiving client data cons, or dealing with program communications issues, the customer support team is knowledgeable enough to handle all your queries.

Clear Biz Pricing

The vendor offers the following two pricing plans:

  • Basic Edition – $34.95/month
  • Workflow Pro Edition – $49.95/month
Get a custom Clear Biz pricing plan tailored according to the needs of your company.

Disclaimer: The pricing is subject to change.

Clear Biz Integrations

Clear Biz integrates with the following:

How Does Clear Biz Work?

Here's how you can navigate the dashboard and make use of the software's features:

  • Log in to Clear Biz with your credentials
  • Access the dashboard for an overview of your financial data
  • Import government, business, and personal information from various sources
  • Easily organize and categorize client data for efficient management
  • Generate financial reports and statements with user-friendly tools
  • Track and manage client accounts and transactions
  • Utilize the software's tax compliance features for accurate reporting
  • Collaborate with team members by sharing and accessing data securely
  • Set up notifications and reminders for important deadlines and tasks
Learn more about the software’s functionalities by scheduling a free Clear Biz demo.

Who Is Clear Biz For?

The platform specifically caters to small businesses. Clear Biz benefits the following:

  • Accounts departments
  • Finance teams
  • Project managers

Is Clear Biz Right For You?

Are you looking for practice management software designed specifically for accounting professionals? Clear Biz might be the solution you need. Clear Biz is designed to handle the needs of small- to medium-sized practices. It helps streamline these tasks, making it easier for accounting professionals to stay organized and efficient.

Still uncertain about Clear Biz's compatibility with your requirements? Feel free to get in touch with our customer support team on 661-384-7070. They will guide you in making a well-informed decision.

Pros And Cons of Clear Biz

Pros

  • Efficient scheduling and task management capabilities

  • Allows clients to add their own custom tasks in client folders

  • Comprehensive tax tools

  • Transparent communication logs

  • Automated client notifications

Cons

  • Steep learning curve, according to some user reviews

  • Initial data migration effort

  • Limited customization for some fields

Frequently Asked Questions

No, Clear Biz does not offer an API to its users.

Clear Biz, a project management software, supports the English language.

Clear Biz integrates seamlessly with popular tools such as Microsoft Outlook, Maximizer, QuickBooks, Act, and Microsoft Excel.

Yes, Clear Biz synchronizes with Microsoft Outlook, allowing data transfer to smartphones like Blackberrys, Android devices and iPhones.

The software has two pricing plans: Basic Edition ($34.95/month) and Workflow Pro Edition ($49.95/month). Get a personalized Clear Biz cost per your company’s needs.

Typical users of Clear Biz include project managers and finance and accounting teams.

Clear Biz offers many levels of support to its customers through FAQs, emails, and phone support options.

Yes, Clear Biz practice management software offers several key functionalities, including client time tracking, track client billing, and scheduling and task management capabilities, making it an ideal communication and scheduling tool for accounting professionals.