| Overview of Clear Biz Features |
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| Importing 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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| Client Information |
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Clear Biz can record all of your clients'
business and personal information in one
place. In addition, Clear Biz has over 200+
information fields including customized fields
and notes section. |
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| Client Tasks |
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With Clear Biz's tasks section, you can
view and organize all of your clients' tasks. |
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Clear Biz makes it easy to quickly setup
and schedule your tasks because it has all
federal and state due dates built-in. |
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| Personal Tax |
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Clear Biz allows you to view and manage
all of your clients' tasks at a glance. |
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With Clear Biz, you can easily track the
status of each return, who is working on it
and customize the number of steps it takes
to complete a return. |
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| Communication Logger |
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Clear Biz has a new communication
logger which allows you and your staff to log
all phone calls and client communications. |
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You can assign tasks and duties to other
staff based on incoming communications. |
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| Client Notifications |
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With Clear Biz, you can send automatic
notifications to your clients of their upcoming
deadlines by email, fax, letter or phone. |
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You can also customize the templates used
to generate the notifications. |
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| Appointments Scheduler |
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Clear Biz includes an appointment
scheduler complete with multiple views that
allows you to control your schedule. |
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Clear Biz runs off central database on
network so everyone can view and access
eachother's schedules at same time. |
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| Time & Billing |
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Full time tracking & accounts receivable
system (AR) to track your account balances
and productivity levels for your clients, staff
and projects. |
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Our invoicing sytem includes a new interface
and tons of new options to choose from. |
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| Additional Reports |
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Clear Biz includes 40+ different types of
report layouts as well as brand new invoice
templates to give you more options to
choose from. |
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Easily print address lists, detailed forms,
invoices, summary reports in mintues. |
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| Document Vault |
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Document Vault gives you the ability to
organize and manage all of your clients'
files in one place. In addition, you can
import any type of file or image format
into Document Vault. |
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