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Clarity Practice Management: Demo For Public Accountants and Tax Preparers

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Before starting this self study program, please go through the instructional document.

Overview

  • A Day in the Life of A Clarity User
    1 mins
  • Financial Benefits of a Remote Office
    5 mins
  • Dashboard implementation
    6 mins
  • Project implementation
    12 mins
  • Staff member workload
    21 mins
  • Client Dashboard
    28 mins
  • Project Details
    33 mins
  • Workflow steps
    38 mins
  • Upload files in projects
    42 mins
  • Project notes
    46 mins
  • E-Signature
    48 mins
  • Timesheet
    50 mins

Course Description

The changing business environment calls for ground-breaking changes in business practices. For personality-driven business practices, such as accounting, practice management is essential. Practice management covers decisions, actions, and resources that make sure that the day-to-day operations of your business are handled smoothly. Powerful practice management software can reduce workload with comprehensive tools for billing, reporting, messaging, and more. This not only levels up efficiency, but also helps save valuable time, money, and efforts in managing tasks as well as relationships with clients. 

CEO Frank Stitely, the Managing Partner of Stitely & Karstetter CPAs, shares his experience of working with Practice management tools like Clarity Practice Management. Founded by CPA, with over a decade of successfully managing Accountant-Client relationship, Clarity Practice management can provide more functions that can support established Accountants and Tax preparers. In this webinar, he is going to provide a demonstration as to how basic functionality provides a particular focus on communication and remote work capabilities that have become the key requirements for accounting professionals. 

This webinar can be a key for the accountants, tax preparers to smoothen the rough patches and improve customer experience and convenience.

Learning Objectives

  • To identify how Clarity Practice Management enables CPA and accounting firms to operate remote offices
  • To recognize how Clarity Practice Management helps firms efficiently track projects and meet client deadlines
  • To determine how Clarity Practice Management reduces client meetings, e-mails, and phone calls to save time and money
  • To explore how Clarity Practice Management enables clients, partners, and staff to collaborate efficiently anywhere and anytime

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Testimonial

4.3

(127)
50%
38%
11%
1%
1%

AC

The course helped me with insights into certain factors I was not aware of. This will help my clients save quite a bit of money and work smoothly. I Will definitely recommend this to my clients

CW

na

AK

fantastic experience

CS

it was easy to follow and understand

KM

Great presentation. Looks like a great product!