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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

8am
ATX
BQE CORE
Bill4Time
CCH iFirm
IRS Solutions Software
LawGro
Portfolio Genius
QuickBooks Online
Service Center
SmartPath
TPS Practice Management
TimeSolv

Integrations

8am
ATX
BQE CORE
Bill4Time
CCH iFirm
IRS Solutions Software
LawGro
Portfolio Genius
QuickBooks Online
Service Center
SmartPath
TPS Practice Management
TimeSolv

Pricing Details

$10 per month
Free Trial
Free Version

Pricing Details

$50 per month
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

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
Contactless NFC
Electronic Receipts
Electronic Signature
Mobile Card Reader
PCI Compliance

Payment Processing

ACH Check Transactions
Bitcoin Compatible
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

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

Alternatives

Alternatives

Firm360 Reviews

Firm360

Firm Software
DT Practice Reviews

DT Practice

Thomson Reuters
Payline Reviews

Payline

Payline Data
Senta Reviews

Senta

IRIS