Clarity Practice Management Releases Updated Software

SaaS-based practice management software for accounting and tax firms now at Version 12.0.

CHANTILLY, Virginia – Clarity Practice Management, LLC today announced the release of version 12.0. The new version includes new functionality including:

1. Recurring projects that can be created from:

  • Project types
  • Project templates
  • Existing projects


2. Recurring project schedules can be:

  • Annually
  • Weekly
  • Monthly
  • Semi-monthly

3. Enhanced scheduling of mass e-mails

4. Improved reports including:

  • Project billing report
  • Invoice aging report

5. Enhanced e-mail reminders for:

  • Workflow steps
  • Client questionnaires

6. Enhanced user knowledgebase experience

To learn more about version 12, visit https://support.cpmonline.net/portal/kb/articles/v-12-0-release-notes-2020

One Response to “Clarity Practice Management Releases Updated Software”

  1. Alice Wright

    Being in the business, I have been using financial software based on SaaS. This software from CPM has been amongst my favorites for a while now. The new update seems really promising. I would say despite being an able software in itself, the updates in this new version were very much called for. My personal favorite would be how recurring projects could be shared and scheduled accordingly; annually, weekly, or monthly. Better billing and invoicing reports are also going to be an added benefit for us. I really appreciate how they’ve included the mass email scheduling feature, it would help enhance marketing and advertising strategies. Thank you Frank, for such a nice concise summarisation of their latest update.

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