ClarifyBI

ClarifyBI is our suite of data analysis tools for CPA firms using CCH Axcess™ Practice or CCH® ProSystem fx® Practice Management.

ClarifyBI is turnkey, easy to use, and fully customizable.

ClarifyBI was built in-house and is available as a full suite or as individual components.

ClarifyBI is an on-premise web application that is easy to install, administer, and is accessible through any web browser.

Our simple licenses don’t involve per-user fees or high-pressure sales calls. We offer a 30-day, no commitment trial period, firm‐wide perpetual licenses, and optional annual support plans.

We’ve found our niche helping deliver clear, actionable insights to CPA firms.

ClarifyBI

ClarifyBI is our full suite of tools — Dashboards, Data Explorer, Reports, and DAU — that allows you to visualize and explore your data in CCH Axcess™ Practice or CCH® ProSystem fx® Practice Management.

Cost: $9,995 (includes firm-wide license and one-year support plan)

ClarifyBI Dashboards

ClarifyBI Dashboards is our flagship, turnkey solution that provides 12 fully customizable dashboards that include over 70 client and staff metrics with the ability to define your own metrics and build your own dashboards to meet the particular needs of your firm.

Cost: $7,495 (includes firm-wide license and one-year support plan)

ClarifyBI Data Explorer

ClarifyBI Data Explorer allows you to quickly navigate and search your data to identify key metrics for clients, staff, and projects, and create custom datasets that you can easily link to Microsoft Excel or Power BI.

Cost: $2,495 (includes firm-wide license and one-year support plan)

ClarifyBI Reports

ClarifyBI Reports is our simple and fast web-based Crystal Reports viewer with customizable permissions that allows you to easily distribute your legacy Crystal Reports to users throughout your firm.

Cost: $2,495 (includes firm-wide license and one-year support plan)

ClarifyBI DAU

ClarifyBI DAU is our free utility for the CCH Axcess™ Data Axcess Utility that allows you to monitor sync status, identify and correct data integrity errors, and schedule full syncs for one or more tables.

ClarifyBI Scripts

ClarifyBI Scripts is our free set of SQL scripts that allow you to quickly begin extracting data from the CCH Axcess™ Data Axcess Utility.

Technical Requirements

ClarifyBI is an on-premise solution that is accessible using any web browser within your network.

ClarifyBI is a web application built with ASP.NET using a Microsoft SQL Server® database backend that installs within your firm’s internal network. In most cases, you should not need any new hardware or software to install and run ClarifyBI, though a server meeting the following technical requirements is required:

– Microsoft SQL Server 2016 Express Edition or above
– Microsoft Windows Server 2016 or above
– CCH Axcess™ Data Axcess Utility 2019-4.3a or above
– CCH ProSystem fx® Practice Management 2010.10.1 or above

We pride ourselves on our simple, no-pressure sales approach.

Simply put: the same people who sell our products are involved with support and ongoing development, so there’s no room for false promises.

We have a genuine interest in working with CPA firms who find value in our services, and if what we do isn’t the right fit, no hard feelings.

We offer generous, no-commitment trial periods and transparent, up-front pricing.

Please contact us at sales@clarifybi.com.

We’re proud of our prompt, personalized advice and support.

If something’s broken, we’ll fix it right away, but more importantly we work to build a genuine relationship with you to ensure that you receive maximum value from our products and services.

You’ll work with a consultant who you will have direct access to via email and phone.

In the meantime, and if you need support after hours, we’re always accessible at support@clarifybi.com.

Whether you use ClarifyBI or not, we understand the underlying data structure of CCH Axcess™ Practice and CCH® ProSystem fx® Practice Management better than almost anyone.

Let us help you develop, expand, and maintain your custom data analytics environment using SAP Crystal Reports, Microsoft Excel, Power BI, and SQL Reporting Services.

Our tools and techniques help transform your raw data into a clear understanding of what’s really going on in your firm:

– Give everyone the information they need to make great decisions
– Measure exactly what you want and visualize it in your own way
– Catch and remedy shortfalls before they become problems
– Consolidate disparate information into one accessible repository
– Adopt best practices for firm performance management

Please contact us at sales@clarifybi.com.