Get Your Questions Answered

Clarity Practice Pro is an AI-powered practice management platform designed specifically for accounting and tax professionals. It streamlines workflows, automates routine tasks, enhances client management, and provides intelligent research assistance through our proprietary ClarityAI technology. The platform helps firms reduce manual work by up to 60% while improving client service quality.

You can get started in minutes! Our platform is designed for rapid deployment with guided setup wizards, automated data import tools, and pre-configured templates for common accounting workflows. Most firms are fully operational within 24-48 hours, with our support team available to assist throughout the onboarding process.

No technical expertise is required. Clarity Practice Pro is designed with accounting professionals in mind, featuring an intuitive interface that mirrors familiar accounting workflows. Our AI assistant guides you through complex tasks, and comprehensive training resources ensure your team can maximize the platform's benefits from day one.

ClarityAI's tax research assistant uses advanced natural language processing to understand your questions and instantly search through comprehensive tax databases, regulations, and precedents. It provides accurate, cited answers with source references, helping you resolve complex tax questions in seconds rather than hours. The AI continuously learns from the latest tax code updates and regulatory changes.

Yes! ClarityAI analyzes client financial data to identify advisory opportunities, flag potential issues, and suggest strategic recommendations. It can detect unusual trends, recommend tax-saving strategies, and help you provide proactive advice that adds significant value to your client relationships.

ClarityAI provides research assistance and suggestions based on current tax law and best practices, but all recommendations should be reviewed by qualified professionals. The AI cites its sources and provides confidence levels for its suggestions, allowing you to make informed decisions. It's designed to enhance, not replace, professional judgment.

We offer flexible pricing plans designed for practices of all sizes, from solo practitioners to large firms. Our plans include Starter (1-3 users), Professional (4-15 users), and Enterprise (16+ users) tiers. Each plan includes core features with advanced capabilities available in higher tiers. Contact us for detailed pricing information tailored to your specific needs.

Yes! We offer a 30-day free trial with full access to all features. No credit card is required to start your trial, and our team provides personalized onboarding support to help you experience the full value of the platform during your trial period.

Absolutely. You can change your plan at any time to accommodate your growing practice needs. Upgrades take effect immediately, while downgrades are processed at your next billing cycle. Our team can help you choose the optimal plan based on your current and projected usage.

Security is our top priority. We use enterprise-grade 256-bit SSL encryption, SOC 2 compliance, multi-factor authentication, and regular security audits. Your data is stored in secure, geographically distributed data centers with 24/7 monitoring. We maintain the same security standards used by Fortune 500 companies.

Yes, we maintain compliance with all relevant accounting industry regulations including SOC 2, GDPR, and various state and federal data protection requirements. Our platform is designed to help you maintain compliance with client confidentiality requirements and professional standards.

Only you and authorized users in your firm have access to your data. Our employees cannot access your client information without explicit permission for support purposes. We never share, sell, or use your data for any purpose other than providing our services. You maintain complete ownership and control of your data.

Yes! We integrate with popular accounting platforms including QuickBooks Online, QuickBooks Desktop, Xero, Sage, and many others. Our integration tools allow seamless data synchronization, reducing duplicate data entry and ensuring consistency across your tech stack.

Absolutely. Our data import tools support various file formats including CSV, Excel, and direct integrations with most accounting software. Our onboarding team assists with data migration to ensure a smooth transition with no data loss.

You own your data completely. If you decide to discontinue our service, we provide comprehensive data export tools in standard formats. You'll have full access to export all your data, and we can assist with the transition process to ensure you retain all your important information.

We provide comprehensive support including live chat, email support, phone support for higher-tier plans, extensive documentation, video tutorials, and webinar training sessions. Our support team consists of accounting professionals who understand your workflow and challenges.

Yes! We provide personalized training sessions, group webinars, comprehensive documentation, and video tutorials. Our customer success team works with you to ensure your entire team is comfortable and productive with the platform.

We release updates regularly, typically monthly for minor improvements and quarterly for major features. All updates are automatic and don't require downtime. We actively incorporate user feedback into our development roadmap and communicate upcoming features through our newsletter and in-app notifications.