Clear Biz

Clear Biz

3 / 5 8 reviews

Who Uses This Software?

Accounting Professionals that have multiple clients resulting in numerous tasks and projects requiring tracking


Average Ratings

8 Reviews
  • 3 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3 / 5
    Customer Service

Product Details

  • Starting Price
    $12.00/month/user
  • Free Trial
    Yes
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Clear Biz
  • www.clear-biz.com/
  • Founded 1999
  • Canada

About Clear Biz

Clear Biz is a practice management software that helps Accounting Professionals take control of their practice and save time by combining all of the office management tools into one easy-to-use package. Features include time & billing, workflow management, task and deadline manager, internal communication logger, built-in federal and state tax deadlines, sales tax and payroll. Monthly pricing plans start as low as $14.95 per license. Free trial provides access to the full software for 30 days!


Clear Biz Features

  • Collaboration
  • Gantt Charts
  • Percent-Complete Tracking
  • Progress Tracking
  • Recurring Tasks
  • Task Planning
  • Task Scheduling
  • Task Tracking
  • Time Tracking
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Employee Database
  • Expense Tracking
  • Mobile Time Tracking
  • Multiple Billing Rates
  • Offline Time Tracking
  • Online Time Tracking
  • Overtime Calculation
  • Time per Project Reporting
  • Vacation / Leave Tracking

Clear Biz Reviews Recently Reviewed!

Maybe great for Canada; but US version severely lacking.

Feb 06, 2017
2/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

Pros: Ability to track and report

Cons: No US or state forms support.

Overall: Product has awesome potential! I was very excited to view product and get started. When we installed it was apparent that this was not the product viewed. We were told we would have to customize all the form names and due dates for US Forms and states, but an update would be coming in about two weeks. We are still waiting on that update 14 months later. I keep getting told it is coming, but I had to move on.

Recommendations to other buyers: Do buy if you have US based returns.

Get Organized

Feb 02, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: All in on workflow tool.

Cons: Document uploading can be a little clunky.

Overall: Using Client Track I am able to store documents, as well as assign, track and follow client work from engagement to completion. A great workflow tool!

Recommendations to other buyers: Please implement emailing from Outlook Cloud. I would rather use cloud than desktop.

ClearBiz review

Feb 01, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: I thought this program would be helpful for tracking deadlines for our office. It is helpful but our experience getting the program started was very unsatisfactory. We were able to get assistance after I complained, so I am thankful for that and that they stood behind their product.

Very disappointed

Jan 25, 2017
1/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: I have nothing positive to say other than it is an efficient program for archiving client data

Cons: We are paying for this program to track client billing, monitor client tasks that need to be accomplished accross our accounting team and ideally have it all integrate seamlessly with Quickbooks. We have been using this now for over a year and all we do is record client data in it. We have not been able to do anything with monitoring or assigning tasks. Your system is not user friendly, there was no training, so if we cant figure it out we can use it. The client time tracking was cumbersome and are using TSheets for that and they have been wonderful.

Overall: We basically use this software in the most basic of functions. There is no training and very little support to be able to fully utilize this software as it was intended. Do not plan on using it for much longer

Recommendations to other buyers: If you are going to bill your clients $75.00 monthly for your software, there should be some responsibility on your customer service or technicial support teams to ensure that your customers understand the software and its functionality fully rather than leaving them frustratined and uninformed

Not there yet

Jan 24, 2017
4/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Comments: From the initial set up to the date of this review, we have not been able to truly take full advantage of the program as expected. The program does not offer any advantages or integrations that can be done with less costly programs and much responsive Tech Support. The synchronization between the program and QuickBooks not working properly and when call tech support for assistance they refer you to QuickBooks for support. Why develop a program to sync with other program and when there is a snag send you for support with an unrelated company. If they improve on the tech support and better program communications to do as advertise, then I would definitely reconsider using them.

Planning is Greatly Improved

Jan 20, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: The scheduling and task management. Scheduling recurring tasks makes everyone's workload much easier to plan for and things don't get missed in the busyness of workflow.

Cons: Some of the tabs are specialized for the state of California, so I don't use them because I'm in the state of Washington. However setting up my own Custom tasks is not difficult, so I've used those instead.

Overall: Setting up recurring tasks has been a valuable tool for my office. It allows me to assign work to employees and have those tasks pop up on their lists which helps them plan their week and month. We also use it as a communication and scheduling tool. I often set a reminder for myself for the next day so I don't forget what I wasn't able to complete or which phone calls or emails I need to respond to. This program has helped tremendously with scheduling and not allowing things to slip through the cracks. That was a challenge prior to using Clear Biz, and I find the program has helped tremendously in these areas.

Recommendations to other buyers: We use the program on a network, so only one user at a time can log in. That works well for us; however setting up User Names and Passwords has proven to be difficult, so we don't use them. Everyone logs in under the same set up, and we're careful about any personally identifying information we enter.

Great Product

Jan 20, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using this product for about 9 months and we love it. The only downside is the constant freezing and if you leave it open for more than 2 hours, you have to close it and log back in to use it. I was told it was a Windows 10 issue but it seems that there should be a way to fix it. Otherwise the ease of use and ability to customize it to our firm is wonderful. The customer support has been excellent as well. Every time I call, they are available to help and walk me through anything I need. I really appreciate that in this world of never getting to speak to a live person. I never have to deal with a computerized answering service. I'd give them 6 stars for customer service!

Good enough

Jan 20, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Its fairly easy to use and inexpensive

Cons: There are many things it cannot do

Overall: This is a basic system that helps us track our work flow . Unfortunately it does not interface with Outlook so our emails are not stored within client folders.

Recommendations to other buyers: Nope