With Clarity you can customize your company preferences, add a payment gateway to accept online payments, update company profile. You can also manage your subscription with Clarity and update your credit card information. To see how company configurations work, please see the short video below:
Accepting payments through Clarity allows you to integrate client payments within your project workflows. For example, you can create a payment step within your workflow to require clients to pay before you complete a project or e-file a return. To ...
Release 10.6 11/13/2018 Overdue and upcoming Tasks are now sorted by date and displayed in reverse chronological order by default. The system now, allows user to sort the tasks by date and it automatically saves user’s last sort preference. Enhanced ...
Client Administration allows you to customize client records in Clarity as well as manage content viewable by clients. Client tags, phone types, delivery types can be customized in the system . You can also make worksheets and other useful files ...
Release 12.5 Release date: 9/12/2020 Enhancements Provide the firm the ability to change, add, and delete high level project status Enhanced both public notes and internal notes to include formatting Enhanced notes display area and included user ...
Release 11.4 6/30/2019 Provided workflow functionality enhancement Added the ability to track staff cost and charge rates Enhanced payment and billing pages in the site administration Release 11.0 1/21/2019 Multi-Factor Enhancement: A firm can now ...