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What is ZERO?

The introduction of predictive DMS filing allows ZERO for Desktop to effortlessly blend into the everyday activities of knowledge workers. By keeping all data securely within the network, it enables users to uphold security and compliance standards, significantly reducing the risks tied to potential cloud vulnerabilities. The automation of routine administrative tasks frees up valuable time, which can then be allocated to more meaningful work, ultimately enhancing work-life balance. This innovative approach also leads to a marked reduction in non-billable hours spent on administrative duties, resulting in an impressive average recovery of $15,000 in lost revenue for each timekeeper annually. ZERO not only identifies and accurately forecasts the best filing location for emails within your DMS but also allows for both individual and batch filing of emails. Users can conveniently flag email threads for automatic filing of all future related messages, while also managing previously filed emails to avoid duplicates. In addition, ZERO improves email organization by categorizing messages by client or matter, ensuring that the most pertinent information is prioritized and readily accessible at the forefront of your inbox. This efficient system not only heightens productivity but also enables users to concentrate more effectively on their primary tasks, leading to overall job satisfaction and enhanced performance. As a result, organizations can thrive as their employees spend less time on administrative burdens and more time delivering high-quality work.

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

NetDocuments
OpenText eDOCS
Service Center
Yeti
iManage
iTimekeep

Integrations Supported

NetDocuments
OpenText eDOCS
Service Center
Yeti
iManage
iTimekeep

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

ZERO

Company Location

United States

Company Website

zerosystems.com/zero-desktop

Company Facts

Organization Name

Clarity Practice Management

Company Location

United States

Company Website

www.claritypracticemanagement.com

Categories and Features

Email Archiving

Access Control
Backup Management
Compliance Management
Data Deduplication
Data Export
Encryption
Retention Management
Storage Management
Threat Protection
eDiscovery

Email Management

Data Recovery
Email Archiving
Email Deletion
Email Discovery
Email Monitoring
Email Recall
Queue Manager
Response Management
Routing
Shared Inboxes
Signature Management
Spam Blocker
Whitelisting / Blacklisting

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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