| Importing & Integration |
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| Importing Business & Personal Tax Clients |
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Clear Biz can get you up and running quickly by importing all of your clients' government,
business
and personal information from many different software packages into Clear Biz. |
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| • Act! |
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| • Maximizer |
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| • QuickBooks |
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| • Microsoft Excel |
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| • Microsoft Outlook |
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| • Transfer Business Clients to Personal Tax Section |
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| Integration |
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Integration with other critical software packages is a key component of running an efficient office
management system where you can enter your data once and the information will be accurately
filtered to other software packages. |
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| Invoicing & AR to QuickBooks |
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Clear Biz allows you to transfer your invoice & AR information into Quickbooks so you can avoid
entering information twice. Clear Biz truly brings extra value by becoming a bridge software solution
by allowing you to import and synchronize your clients' information across several different
software packages. |
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| Microsoft Outlook Synchronization |
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Clear Biz synchronizes with Microsoft Outlook and allows you to transfer your clients' information,
tasks and appointments back and forth to Microsoft Outlook. You can use Microsoft Outlook to
transfer your data to your smartphones like Blackberrys, Android devices & iPhone.
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