Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

At last, there's an accessible and professional payment solution tailored specifically for the accounting sector, equipped with comprehensive reporting tools that facilitate swift and uncomplicated reconciliation. Reassure your clients by partnering with a PCI level 1 compliant, top-tier solution that prioritizes the security of their data. Furthermore, our services also assist your firm in maintaining regulatory compliance. Given that your clients have high expectations, depend on an intuitive platform to provide personalized and client-focused service. Enhance your workflows and automate tedious tasks so you can devote more time to what truly matters: excelling for your clients and cultivating a prosperous practice. 8am CPACharge offers essential features and capabilities that are crucial for accounting professionals like yourself. From various convenient payment methods to advanced reporting and reconciliation options, along with superior data protection, we ensure you have everything you need. In addition, our invoicing feature allows you to effortlessly generate detailed invoices using an easy-to-navigate time entry system, eliminating the need for any additional software tools. This streamlined approach not only enhances efficiency but also elevates the overall client experience.

Description

Clarity Practice Management (CPM) represents a pioneering client-focused practice management SaaS designed specifically for CPAs, accountants, tax preparers, and firms of all sizes. Our platform enhances the overall value of your practice while alleviating the burden of non-billable management tasks that can consume valuable time. The inspiration for Clarity Practice Management originated from a real-life relationship between an accountant and their client nearly a decade ago. With CPM, service providers and clients can seamlessly engage through a single, user-friendly platform, setting it apart from any other service available on the market today. This innovative solution not only streamlines communication but also fosters a more productive and collaborative environment for all parties involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

8am Yes 
ATX Yes 
BQE CORE Yes 
Bill4Time Yes 
CCH iFirm Yes 
IRS Solutions Software Yes 
LawGro Yes 
Portfolio Genius Yes 
QuickBooks Online Yes 
Service Center No 
SmartPath Yes 
TPS Practice Management Yes 
TimeSolv Yes 

Integrations

8am No 
ATX No 
BQE CORE No 
Bill4Time No 
CCH iFirm No 
IRS Solutions Software No 
LawGro No 
Portfolio Genius No 
QuickBooks Online No 
Service Center Yes 
SmartPath No 
TPS Practice Management No 
TimeSolv No 

Pricing Details

$10 per month
Free Trial No 
Free Version No 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

8am

Founded

2005

Country

United States

Website

www.cpacharge.com

Vendor Details

Company Name

Clarity Practice Management

Country

United States

Website

www.claritypracticemanagement.com

Product Features

Credit Card Processing

Cash Transactions No 
Contactless NFC No 
Electronic Receipts No 
Electronic Signature No 
Mobile Card Reader No 
PCI Compliance No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking No 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms No 
Workflow Management Yes 

Alternatives

Alternatives

Firm360 Reviews

Firm360

Firm Software
DT Practice Reviews

DT Practice

Thomson Reuters
Payline Reviews

Payline

Payline Data
Senta Reviews

Senta

IRIS