Clarity updates

Latest Updates to the Clarity Platform

Discover the latest updates to the Clarity Platform

From streamlined benchmarking templates to smarter task management tools and even a brand-new AI assistant, we’re giving you more tools to elevate your practice. Plus, there’s an exciting advisory feature just around the corner! Let’s dive into the details.

New Benchmarking Templates

For prospects and clients!

We know your time is valuable, and that’s why we’ve introduced brand-new shorter benchmarking templates for both prospects and clients.

For Prospects: These templates are perfect for getting an initial meeting, you can create industry-specific templates without needing their data, allowing you to quickly showcase value and build trust without overwhelming them.
For Clients: Use the streamlined templates to simplify performance tracking, highlight key metrics, and identify areas for growth—keeping the focus on what matters most.

With these shorter templates, you can deliver impactful insights in less time, making benchmarking a breeze for both you and your clients.

Smarter Task Management

Managing tasks and subtasks is now simpler than ever!

We’ve significantly improved the task area to enhance your user experience.

Here’s what’s new:

It’s now easier to add tasks and subtasks for your clients during or after a meeting.
The updated workflow is designed to save you time and keep everything organized, ensuring no detail is overlooked.
Give different levels of access to your clients, making follow-ups and action plans smoother.

With these updates, task management has never been more intuitive—helping you stay on top of everything with minimal effort.

Numina is your 24/7 Virtual Assistant

Numina AI is now live on our website

This means instant support whenever you need it, empowering you to get the answers you’re looking for in real-time.

Using the help button on our website or in the platform allows you to get a quick response to support without digging through help articles, education and our website. If Numina is unable to help, then not to worry, Numina will transfer you instantly to a member of the team who will answer

Coming soon: Business Diagnostic Review

We’re excited to announce a simple, repeatable advisory service offering for your clients, designed to help you unlock even more value in your relationships. Stay tuned—this powerful new tool is coming soon to the Clarity platform!

So, what are you waiting for? Jump into the Clarity platform today and explore all these exciting updates for yourself. Let’s implement advisory in a way that’s efficient, repeatable, and, most importantly, transformative for your clients.

Business Advisory Reimagined

Clarity® completely transforms the way business advisory services are delivered.

Our end-to-end solution helps progressive accountants market, sell, price and deliver reimagined business advisory services at scale.

Starting from just 90 mins a week for the first three months, our simple step-by-step implementation plan, coupled with our education systems and member success team, will ensure you generate $40K/£30k/AU$60k GRF within that period, or your money back.

Thereafter, we help you build a well-respected and successful transformational accounting firm that earns three times your existing profit with a happier team and clients.

To find out more check out our info sheet.

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