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What is Pennylane?

A thorough solution aimed at improving the oversight of your clients' accounts is now available. This system automatically produces journal entries for both sales and purchases, along with all associated documentation. Utilize a sophisticated accounting review tool to monitor the progress of your financial statements with ease. It guarantees adherence to all tax obligations, including VAT returns, tax packages, and brochure management. Pennylane functions as both a cohesive accounting software and a comprehensive financial management system tailored for your clients. With Pennylane, clients can manage their purchases, process invoicing, link their sales platforms, and monitor their cash flow seamlessly. Every transaction executed on the platform assists in building your data repository. Enhance your communication with clients and colleagues by interacting directly within Pennylane, where you can chat and comment on invoices and transactions, while also keeping track of activities and deadlines related to each task. This interconnected strategy not only streamlines workflows but also significantly boosts collaboration among all parties involved, leading to improved efficiency and productivity.

What is Clarity Practice Management?

Clarity Practice Management (CPM) is an innovative client-centric software-as-a-service solution tailored specifically for CPAs, accountants, tax preparers, and firms of varying sizes. This platform not only enhances the overall value of your practice but also reduces the strain of non-billable management tasks that often take up precious time. The concept for Clarity Practice Management emerged from a genuine connection between an accountant and their client nearly ten years ago. With CPM, both service providers and clients can interact effortlessly through a singular, intuitive platform, distinguishing it from other available services in the market. This groundbreaking solution not only simplifies communication but also nurtures a more efficient and cooperative atmosphere for everyone involved, ultimately leading to improved outcomes for both clients and accountants alike. By integrating various functions into one cohesive system, CPM enables professionals to focus on what they do best—serving their clients effectively.

Media

Media

Integrations Supported

Chift
Defacto
GetMyInvoices
Ivee
Karmen
L'Addition
Najar
Nekton.ai
Palette
Qonto
Service Center
Shopify
Stripe
Stripe Billing
Tiller
Zapier
Zelty
elba
erplain
manager.one

Integrations Supported

Chift
Defacto
GetMyInvoices
Ivee
Karmen
L'Addition
Najar
Nekton.ai
Palette
Qonto
Service Center
Shopify
Stripe
Stripe Billing
Tiller
Zapier
Zelty
elba
erplain
manager.one

API Availability

Has API

API Availability

Has API

Pricing Information

€19 per month
Free Trial Offered?
Free Version

Pricing Information

$50 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pennylane

Company Location

France

Company Website

www.pennylane.com/expert-comptable

Company Facts

Organization Name

Clarity Practice Management

Company Location

United States

Company Website

www.claritypracticemanagement.com

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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