Overview

ClarifyBI is our suite of data-driven dashboards, reports, and spreadsheets for CPA firms using CCH Axcess™ Practice or CCH® ProSystem fx® Practice Management.

As CPAs ourselves, we understand your needs, but we also know that every firm is different. That’s why ClarifyBI is both easy to use and fully customizable.

Just released – ClarifyBI Translate allows all of your reports to function seamlessly after you convert from CCH® ProSystem fx® Practice Management to CCH Axcess™ Practice.

We’ve found our niche helping deliver clear, actionable insights to CPAs. Let us help you. It’s what we do.

ClarifyBI

Personalized dashboards, dynamic spreadsheets, and custom reports within ClarifyBI provide answers on demand, from partners monitoring staff performance and client profitability to consultants working to meet their production and business development goals.

We serve accounting firms using CCH Axcess™ Practice and CCH® ProSystem fx® Practice Management with ClarifyBI, our flagship product that includes 20 dashboards with over 250 client, employee, project, and service code performance metrics, all of which are customizable to meet the unique needs of your firm.

As a CPA and business advisory firm serving our clients for over 60 years, we developed ClarifyBI for professional service firms like us, built in-house, from the ground up, to deliver a fast, intuitive, customizable, and personalized user experience.

Our simple license doesn’t involve per-user fees or high-pressure sales calls: after a 90-day, no commitment trial period, firm‐wide licenses start at $7,495, with an annual support and development plan fee of $3,745.

ClarifyBI is an on-premise solution that is accessible using any web-enabled device on your network, and easily embeds into Outlook, SharePoint, or your existing intranet.

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 2008 R2 Express Edition or above
  • Microsoft Windows Server 2008 R2 or above
  • Microsoft Internet Information Services 7.5 or above
  • Microsoft .NET Framework 4 or above
  • CCH Axcess™ Data Axcess Utility 2017-4.1 or above (CCH Axcess™ Practice integration only)

ClarifyBI Translate

Intended for firms upgrading to CCH Axcess™ Practice, ClarifyBI Translate is a unique, turnkey product that allows all of your custom reports and application integrations developed for CCH® ProSystem fx® Practice Management to work without conversion.

As a CPA firm who has undergone the conversion to CCH Axcess™ Practice, we know it’s a daunting process. We had numerous custom reports, spreadsheets, and application tie-ins that we needed to work, so we built this product for ourselves first, and now offer it to you.

ClarifyBI Translate is an on-premise database layer that installs in between the CCH Axcess™ Data Axcess Utility and your custom reports and applications and serves as a translator to deliver the data in the same format as CCH® ProSystem fx® Practice Management.

Our simple license doesn’t involve per-user fees or high-pressure sales calls: firm‐wide licenses start at $3,745, with an annual support and development plan fee of $995.

ClarifyBI Translate uses 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 Translate, though a server meeting the following technical requirements is required:

  • Microsoft SQL Server 2008 R2 Express Edition or above
  • Microsoft Windows Server 2008 R2 or above
  • CCH Axcess™ Data Axcess Utility 2017-4.1 or above (CCH Axcess™ Practice integration only)

Sales

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.

The fun for us and the value for you is in the work we do, so we try and make it as easy to get started as possible.

Please contact us at:

sales@clarifybi.com

406-442-1040

Anderson ZurMuehlen
P.O. Box 1040
Helena, MT 59624-1040

Support

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

406-442-1040