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Clear Biz

A practice management solution for accountants.
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Clear Biz helps Accounting Professionals take control of their practice. The program was specifically designed to effectively manage clients, tasks/deadlines, personal and corporate taxes, billing and much more.

The software includes built-in Federal/State/Sales tax deadlines, payroll management, project management, and Year End workflow management. Clear Biz will immediately alert you if you are over budget!

Clear Biz is available in two different versions: Bookkeepers Edition and Accountants Edition.

Bookkeepers Edition

The Clear Biz Bookkeepers Edition helps take control of your business and personal clients in one easy and comprehensive package.

  • Import Business & Personal Tax Clients
  • Synchronize with MS Outlook
  • Client Information
  • Search & Edit Client Information
  • Tasks Management
  • Create Custom Tasks (one time/recurring)
  • Client Auto-Notifications
  • Client Communication Logger
  • Track Missing Information
  • Address Book
  • Document Vault
  • Label Merge
  • Client Reports

Accountants Edition

The Clear Biz Accountants Edition includes a fully featured time & billing (recording, invoicing, AR, etc), reports and projects.

  • Import Business & Personal Tax Clients
  • Synchronize with MS Outlook
  • Client Information
  • Search & Edit Client Information
  • Tasks Management
  • Create Custom Tasks (one time/recurring)
  • Client Auto-Notifications
  • Client Communication Logger
  • Track Missing Information
  • Address Book
  • Document Vault
  • Label Merge
  • Client Reports
  • Time Recording & Entry
  • Create & Customize Invoices
  • Complete A/R (Account Receivables)
  • Client Deposit
  • Create & Manage Projects

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