Clear Biz Reviews

“not a functional program for the value

Pros

With this tool, I can conveniently store all my clients' information, track time, manage files, monitor employee activities, and control security access.

Cons

This program is not practical; it is overpriced for its limited functionality compared to an Excel spreadsheet. It struggles with QuickBooks integration, lacks accuracy, and isn't user-friendly.

“Maybe great for Canada; but US version severely lacking.

Pros

This tool offers the ability to effectively track and generate reports.

Cons

Lack of support for US or state forms is a drawback.

“ClearBiz review

Pros

Initially, I hoped this program would help us track office deadlines efficiently. While it does serve its purpose, our initial experience with setup was highly unsatisfactory. However, after expressing our concerns, we received the necessary assistance, for which I am grateful and appreciate their commitment to standing behind their product.

Cons

Navigating the program is not straightforward.

“Get Organized

Pros

I am fully invested in this workflow tool.

Cons

Uploading documents can feel a bit clunky at times.

“Great Product

Pros

I have been thoroughly impressed with the outstanding customer support. Whenever I reach out for assistance, they promptly provide help and guide me through any issues. It is refreshing to interact with real people rather than automated systems. Their customer service deserves six stars!

Cons

If they enhance tech support and program communication to match their advertising claims, I would reconsider using this program.

“Good enough

Pros

It is relatively simple to use and cost-effective.

Cons

There are several limitations to what this program can achieve.

“Very disappointed

Pros

Unfortunately, I can't find much positivity to share except that it efficiently archives client data.

Cons

We invested in this program to streamline client billing, manage tasks across our accounting team, and seamlessly integrate with QuickBooks. However, after a year of use, we have only been able to input client data. The system is not intuitive, lacked training, and if we can't figure it out, we can't use it effectively. We found the client time tracking cumbersome and opted for TSheets, which has been a much better experience.

“Not there yet

Pros

Despite high expectations, we have not fully utilized the program due to its lack of advantages or integrations compared to more affordable options with better tech support. The synchronization issues with QuickBooks further compounded our frustrations, as we were directed to seek support from an unrelated company. Improvements in tech support and program communication would make reconsidering this tool a possibility.

Cons

The client time tracking feature was cumbersome, leading us to switch to TSheets, which has been fantastic.

“Planning is Greatly Improved

Pros

Managing schedules and tasks is a breeze with this tool. Setting up recurring tasks has significantly eased our workload planning, ensuring nothing slips through the cracks in our busy workflow.

Cons

Some tabs are tailored for California, which is not applicable to me in Washington. However, creating custom tasks is straightforward, so I have utilized those instead.