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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
With the implementation of predictive DMS filing, ZERO for Desktop seamlessly integrates into the daily routines of knowledge workers. By ensuring that all data remains within the network, users can maintain security and compliance, effectively mitigating the risks associated with cloud vulnerabilities. The time gained from automating routine administrative tasks can be redirected towards more valuable work, fostering an improved work-life balance. Additionally, this approach significantly decreases the amount of non-billable hours dedicated to administrative responsibilities, allowing each timekeeper to recover an impressive average of $15,000 in lost revenue annually. ZERO not only identifies and accurately predicts the appropriate filing location for emails within your DMS but also offers the flexibility to file emails individually or in batches. Users can flag email threads, enabling the automatic filing of all future related emails, while also marking previously filed emails to prevent duplicates. Furthermore, ZERO enhances email management by classifying messages by client or matter, ensuring that the most relevant content is prioritized and easily accessible at the top of your inbox. This streamlined process not only boosts productivity but also empowers users to focus on their core responsibilities more effectively.
API Access
Has API
API Access
Has API
Integrations
NetDocuments
OpenText eDOCS
Service Center
Yeti
iManage
iTimekeep
Integrations
NetDocuments
OpenText eDOCS
Service Center
Yeti
iManage
iTimekeep
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
ZERO
Country
United States
Website
zerosystems.com/zero-desktop
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
Email Archiving
Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery
Email Management
Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting
