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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

QX PracticePro frees accountants from the hassle of managing various software systems by offering a unified, cloud-based platform designed for collaboration. This comprehensive solution allows accountants to swiftly onboard clients, ensure adherence to regulatory standards, transfer data between different applications with ease, and manage compliance tasks effortlessly. Tailored specifically for CPAs and accounting professionals, QX PracticePro enhances your workflow, boosts productivity, and enables you to deliver superior service to your clients. We also conduct thorough research to identify and suggest the most effective application stack that aligns with your practice objectives. With an array of features designed to simplify your tasks, QX PracticePro ensures that your job is more efficient than ever, allowing you to focus on what truly matters—serving your clients with excellence. Embracing this innovative platform could transform the way you manage your accounting practice in the digital age.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Service Center

Integrations

Service Center

Pricing Details

$50 per month
Free Trial
Free Version

Pricing Details

No price information available.
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

QX Global

Country

United Kingdom

Website

qxglobalgroup.com/product/qx-practicepro/

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

Alternatives

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