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Streamline Your Workflow with Clear Biz – The Practice Management Solution for Small and Medium Practices
Clear Biz is a comprehensive practice management software designed to help accounting professionals efficiently manage their operations, saving time and enhancing...
Streamline Your Workflow with Clear Biz – The Practice Management Solution for Small and Medium Practices
Clear Biz is a comprehensive practice management software designed to help accounting professionals efficiently manage their operations, saving time and enhancing productivity. Tailored for small- and medium-sized practices, Clear Biz consolidates essential office management tools into one streamlined platform. With its feature-rich capabilities and user-friendly interface, it enables firms to efficiently handle their workflow, billing, and communication needs.
Why Use Clear Biz?
Clear Biz stands out for its ability to empower accountants with tools that simplify daily operations, including:
- Comprehensive Workflow Management: Easily track tasks, deadlines, and client projects from engagement to completion with Clear Biz’s intuitive tracking tools.
- Time and Billing Features: Accurately monitor time spent on projects and streamline billing processes within the platform.
- Deadline Tracking: Stay compliant with built-in federal and state tax deadlines that keep tasks organized and on schedule.
- Internal Communication Logger: Document communication effortlessly within the system, making team collaboration seamless.
- Sales Tax and Payroll Tools: Simplify operations by managing payroll and sales tax tasks all in one place.
Who is Clear Biz For?
Clear Biz is ideal for:
- Accountants and Tax Professionals: Small and medium-sized accounting practices seeking a unified platform for task management, client tracking, and deadline monitoring.
- Practice Owners: Individuals or firms aiming to improve operational efficiency and reduce reliance on multiple tools or spreadsheets.
- Teams Handling Workflows: Teams looking for task management features such as recurring tasks, employee assignments, and deadline alerts to optimize productivity.
Additional Benefits
Clear Biz offers a 30-day free trial, allowing users to experience its full functionality before committing. Affordable and flexible, the platform starts at a competitive $14.95 per license, accessible to firms of all sizes. Clear Biz eliminates missed deadlines and disorganization, helping accountants enhance their practice management efficiency.
In conclusion, Clear Biz offers accountants and tax professionals an all-in-one solution to simplify practice management. Whether you’re looking to streamline workflows, better track deadlines, or improve team communication, Clear Biz is perfectly suited to meet your office management needs.
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Steps to Cancel Clear Biz Subscription
Clear Biz Pricing
To cancel a Clear Biz product subscription:
- Access the merchant portal and navigate to the Customers or Subscriptions tab.
- Locate the subscription, click the Actions dropdown, and select Cancel subscription.
- Provide a cancellation reason and confirm the cancellation.
- For prepaid subscriptions, also cancel queued shipment orders if necessary.
Most frequent question about Clear Biz
Clear Biz is a cloud-based practice management solution designed specifically for accounting professionals. It streamlines the practice of accounting by managing client and appointment scheduling, time and billing, and communication logging.
Clear Biz includes features such as task management with built-in federal and state due dates, a communication logger, an appointment scheduler, time and billing management, and a document vault to organize client files.
Clear Biz offers two pricing plans: the Basic Edition at $34.95/month and the Workflow Pro Edition at $49.95/month. Pricing is subject to change.
Clear Biz integrates with QuickBooks, Microsoft Excel, Microsoft Outlook, Maximizer, and Act!
Clear Biz is specifically designed for small to medium-sized accounting practices, benefiting accounts departments, finance teams, and project managers.
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