Clear Biz is a practice management solution designed for accounting professionals in the United States and Canada. It helps users manage clients, notify ciients of upcoming deadlines, complete paperwork on time and manage the status of client tasks.
The time tracking and accounts receivable (AR) system provides users with a range of invoicing options, including flat rate and work-in-progress (WIP) billing. Users can customize the setup in several ways, including setting task descriptions, billing rates and tax amounts to automatically populate when selected for different task-types and personnel.
Additionally, users can import and/or export client data between Clear Biz and platforms such as Microsoft Excel, Outlook and Quickbooks.
Clear Biz is specially suited for small businesses, but has no restriction on the number people that can be entered into the system as users. As a server-based solution, Clear Biz is compatible with Windows systems. Each edition (bookkeeper or accountant) is priced per user license per month with several optional support packages available. Interested parties can try the product free for 30 days.