At Clarity Street, we strive for a best practice approach to practice, and as such, we do our best to keep up to date with all of the latest applications, adjusting our App Stack accordingly.
Our latest App Stack comes with some very exciting additions that will revolutionise practice management in your accounting firm. We’ve also added a new section for Firm Metrics & Internal Reporting, as we recognise there is a need for better visibility over internal reporting metrics. More details below!
BOMA
BOMA understand that accountants and bookkeepers are super busy running their businesses and supporting clients, so they often struggle to find the time to market themselves effectively.
Their powerful yet simple to use marketing tool and content library takes the time, cost and complexity out of digital marketing and client support all within a single platform.
More details on BOMA here.
Link
Link Reporting is a reporting software developed specifically for Xero Practice Manager. It creates meaningful reports with insightful drill-downs you can share with your team.
More details on Link here.
Etani
Etani brings the best analytics software to your SME and small corporate clients, providing them access to live business insights at their fingertips.
Etani unifies your business data into an easy-to-use platform and EVA, your AI data assistant, offers instant chat-based data answers.
More details on Etani here.
Dashboard Insights
Dashboard Insights offers dynamic business dashboards across your business to empower confidence and agility in decision-making.
Their key aim is to deliver the right information to the right people at the right time to support data driven decision making that drives continuous improvement.
More details on Dashboard Insights here.
myprosperity
myprosperity is an award-winning collaboration platform for personal wealth, used by accountants and planners to better engage clients, and help them achieve their financial goals.
From initial contact to ongoing service, the wealth portal enables finance professionals to redefine the customer journey each step of the way.
More details on myprosperity here.
Content Snare
Content Snare is the easy, stress-free way to gather content and documents.
Stop getting lost in emails, messy hacked-together systems and confusing shared docs. Content Snare is like a checklist for your clients with automatic reminders. It makes it easy and fun for your clients to send you information, and you'll get what you need faster.
More details on Content Snare here.
We are thrilled to add BOMA, Link, Etani, Dashboard Insights, myprosperity & Content Snare to our App Stack, and we look forward to seeing how these apps can help your business too!
If you'd like to find out more about any of these apps could benefit your accounting firm, and work within your current App Stack, get in touch with us, or book a meeting here.
