Clarity Software Update Q2 2021 – Recently Released
- Action Plan Refurb
- Manual Entry Update
- The Business Advisory Journey
- Sage Partnership
- Platform General Updates
We have launched our brand new, interactive Action Plan. This new interface allows you to co-create, with your client, their priority tasks to help them get to their ideal future. Visually sort tasks (you can add your own templates for industries etc) , then prioritise those tasks with the client. We have also included a section on the additional services that your firm can provide/aid with, so that you are naturally prompted to book in more work with them. These additional services are centred around helping your client get focus, and then also delegates responsibility and provide accountability by assigning those prioritised tasks and entering a deadline for both your client and firm.
Manual entry now mimics the P&L and balance sheet, making it even easier and quicker than before.
Visually tell a story of the clients numbers by following the Business Advisory journey that is now within the Clarity platform.
We are delighted to announce that our integration with Sage Accounting is now live and we are listed on the Sage Marketplace. This partnership is a fantastic way for Clarity to help empower more accountants help small business to boss it! Get more of your clients onboard Clarity (and onto the cloud).
Complexity made simple – Sage Accounting + Clarity take your clients’ financial information and make it easier to understand and drive insights, outputs, and the right strategic course of action
Read more about our partnership here.
A number of updates have been made to make your experience as smooth as possible. These include;
Clarity has created a calculator to show you how you can improve the profit potential in your accounting firm.Use our Calculator
Want to find out more? Book a call with our team to find out if Clarity is a good fit for your team, clients and accounting firm.Book a Call
There is a package to suit every size of accounting firm. From start-up to global giant, there’s something for you.View all our pricing schemes