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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.
Description
Recognizing that every accountancy firm has its own distinct characteristics, the IRIS Accountancy Suite is tailored to provide exceptional adaptability for all practices. You can select from a wide array of accountancy software modules listed below to meet the diverse needs of your clientele effectively. With an unparalleled compliance history, our accountancy solutions deliver the broadest selection of integrated and automated tools suitable for any successful practice. Explore our extensive product offerings below to discover the perfect fit for your organization, or reach out to our knowledgeable and approachable advisors who are ready to assist you in identifying the most suitable accountancy software for your specific needs. IRIS ensures that every facet of your operations and every phase of the client experience, from start to finish, is encompassed by its comprehensive digital solutions. For example, IRIS OpenSpace allows for swift and secure, GDPR-compliant document sharing and approval, while IRIS Docs offers a robust digital document management system. Additionally, our solutions are designed to evolve alongside your practice, ensuring you stay ahead in a rapidly changing industry landscape.
API Access
Has API
API Access
Has API
Integrations
Actin Time
Algonomy
Dayshape
Marigold Engage+
Service Center
Staffology HR
Virtual Cabinet
Integrations
Actin Time
Algonomy
Dayshape
Marigold Engage+
Service Center
Staffology HR
Virtual Cabinet
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
$320 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Clarity Practice Management
Country
United States
Website
www.claritypracticemanagement.com
Vendor Details
Company Name
IRIS Software Group
Founded
1978
Country
United Kingdom
Website
www.iris.co.uk
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking