CPA - medium firm
Other
Do more personal tax returns in less time with Clear Biz. Clear biz is specifically designed to help you take control of your personal tax season by allowing you to track each return and see exactly what the status of each return is and who is working on it.
You can easily record when your clients have brought in their paperwork and manage all of their missing information at a glance.
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Examine the cost of not being organized during the busy personal tax season
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Discuss the benefits of automating the personal tax process and look at the large positive impact that can have
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Look at some tools that you can use to control some of the things that waste a lot time like missing information and paperwork
Rhonda, MD
"Mr. Merritt's presentation was very informative. I would recommend the product to other practitioners and accounting firms."
Naren, NJ
"Great Indepth Presentation by David Merritt. Very Helpful Tax related Webinar for CPAs in Public Accounting."
Maria, CA
"Thanks. I couldn't believe how much time is wasted and how much time can be saved."
Nichole, CO
"I cannot wait to get started using Clear-Biz"
Firoz, NY
"Good presentation, Knowlegeable presenter."
Virginia Joyce, IN
"Clearly presented. Well organized."
Charles, AZ
"Interesting database."
David Merritt
Clear Biz
Owner and Founder
davidmerritt@clienttrack.ca
(866) 423-8525 x107
David is the owner and founder of Clear Biz and has spent many years working with accounting professionals across North America to continuously strive make Clear Biz a better and better tool for accounting professionals in the area of practice management
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