--- description: Review of Clear Biz Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Clear Biz | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Project Accounting Software](/directory/331/project-accounting-software/software) > [Clear Biz](/software/129979/clear-biz) # Clear Biz Canonical: https://www.softwareadvice.co.uk/software/129979/clear-biz Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/129979/clear-biz?page=2) > Clear Biz is a practice management solution designed for accounting professionals. It helps users to manage and notify clients of upcoming deadlines, paperwork and provide a status of client tasks. It is suitable for small and midsize businesses. Key features include client information, appointments scheduler, time and billing management and personal tax calculator. The communication logger feature allows the user to communicate with clients and log in phone call details. The communication list view allows users to review all the client calls. The time tracking and accounts receivable (AR) system provides users with a range of invoicing options, including flat rate and work-in-progress (WIP) billing. Users can customize the solution including setting task descriptions, billing rates and tax amounts to automatically populate when selected for different task-types and personnel. In addition, users can import or export client data between Clear Biz and platforms such as Microsoft Excel, Outlook and Quickbooks. It is priced per user license per month. Support is available via phone. > > Verdict: Rated **3.3/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.3/5** | 9 Reviews | | Ease of Use | 3.2/5 | Based on overall reviews | | Customer Support | 2.6/5 | Based on overall reviews | | Value for Money | 2.8/5 | Based on overall reviews | | Features | 3.1/5 | Based on overall reviews | | Recommendation percentage | 50% | (5/10 Likelihood to recommend) | ## About the vendor - **Company**: Clear Biz - **Founded**: 1999 ## Commercial Context - **Starting Price**: CA$14.95 - **Pricing model**: (Free Trial) - **Target Audience**: Self Employed, 2–10, 11–50 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Available Countries**: Canada ## Features - Accounting - Accounts Payable - Accounts Receivable - Automatic Time Capture - Billing & Invoicing - Calendar Management - Collaboration Tools - Document Management - Employee Database - Multiple Billing Rates - Online Time Tracking Software - Payroll Management - Recurring Tasks - Reporting/Analytics - Sub-Task Management - Task Editing - Task Management - Task Progress Tracking - Task Scheduling - Tax Management ## Support Options - Chat ## Category - [Project Accounting Software](https://www.softwareadvice.co.uk/directory/331/project-accounting-software/software) ## Related Categories - [Project Accounting Software](https://www.softwareadvice.co.uk/directory/331/project-accounting-software/software) - [Small Business Accounting Software](https://www.softwareadvice.co.uk/directory/506/small-business/software) - [Small Business Invoicing Software](https://www.softwareadvice.co.uk/directory/3687/small-business-invoicing/software) - [Task Management Software](https://www.softwareadvice.co.uk/directory/1412/task-management/software) - [Time Tracking Software](https://www.softwareadvice.co.uk/directory/3834/time-tracking/software) ## Alternatives 1. [Odoo](https://www.softwareadvice.co.uk/software/77019/odoo-pos) — 4.2/5 (1294 reviews) 2. [HoneyBook](https://www.softwareadvice.co.uk/software/365179/honeybook) — 4.7/5 (678 reviews) 3. [SuiteDash](https://www.softwareadvice.co.uk/software/119278/suitedash) — 4.8/5 (612 reviews) 4. [Avaza](https://www.softwareadvice.co.uk/software/32596/avaza) — 4.6/5 (475 reviews) 5. [BQE CORE Suite](https://www.softwareadvice.co.uk/software/37091/bqe-core-project-management) — 4.5/5 (783 reviews) ## Reviews ### "Planning is Greatly Improved" — 4.0/5 > **Barbara** | *20 January 2017* | Accounting | Recommendation rating: 8.0/10 > > **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. > > 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. ----- ### "not a functional program for the value" — 4.0/5 > **Joseph** | *10 January 2018* | Accounting | Recommendation rating: 5.0/10 > > **Pros**: I can store all clients information. Time tracker, store files, keep tract of employees working on program, security access > > **Cons**: not practical, overpriced for a program that has less functionality than an excel spreadsheet, does not integrate well with Quickbooks, not very accurate, not easy to navigate ----- ### "Very disappointed" — 1.0/5 > **Veronica** | *25 January 2017* | Accounting | Recommendation rating: 0.0/10 > > **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. > > 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 ----- ### "Get Organized" — 5.0/5 > **Nichole** | *3 February 2017* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: All in on workflow tool. > > **Cons**: Document uploading can be a little clunky. > > 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\! ----- ### "Not there yet" — 4.0/5 > **Joseph** | *24 January 2017* > > 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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/129979/clear-biz?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/129979/clear-biz) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data