Join Your Accountant And Jump

Transcription

1 Join Your Accountant And Jump On Our Cloud

2 Your accountant is using Clear Books so why aren't you? Carry on reading to find out why Clear Books is the perfect accounting software for you and your business.

3 So Easy To Use

4 Clear Books is very user friendly Clear Books has a user friendly interface with logical, easy to navigate menu buttons so it will be simple for you to find the areas you want to access. The software is jargon free - so even if you're not an accountant you will know exactly what you're doing.

5 We're only an away Everyone needs a bit of help sometimes and we want to make sure you know that we are here for you every step of the way. As well as the support of your accountant you are also able to contact our friendly support team if you have any Clear Books related queries. Drop them an anytime to help@clearbooks.co.uk. If you would like a manual to refer to and help you get to grips with the basics - feel free to download the Clear Books User Guide to help you get started.

6 Want to try something out? You have full access to a Clear Books Demo Account so if you do want to test something out you don't have to worry about affecting your own data.

7 You're Not Tied Down

8 Everyone gets a 30 day trial Once your accountant has set you up on Clear Books you will be on a 30 day trial - this gives you the time to have a good look around the software and discuss anything that you need to with your accountant. You can ask us for help during that period too! There will be a live chat feature on your account for the duration of the trial and our support team will be waiting to hear from you.

9 Don't worry about paying us Once you are certain Clear Books is for you - all you need to do is let your accountant know. They will deal with the subscription side of things - so you never have to make a payment directly to us - this is all arranged between you and your accountant.

10 Online Means Easy Collaboration

11 Work with your accountant from anywhere at anytime Because Clear Books is online you and your accountant are able to log in using any computer from anywhere with an internet connection. Gone are the days when you have to spend time and money meeting up with your accountant - you can now collaborate remotely in real time using Clear Books. Your choose your own login details for your Clear Books account so at no time will you and your accountant be sharing passwords.

12 Your accountant can easily keep on top of things ClearBooksLtd.com Because you and your accountant are working in real time on the same software, your accountant can easily keep track of what you are doing and make sure that it is all being done correctly. This will save a great deal of time allowing you and your accountant to be more productive and work well as a team.

13 Don't worry if something goes wrong Clear Books allows you to create restore points so you can relax; knowing that if you make a big mistake you can always revert back to a previous point in time. We back your data up daily and the online nature of Clear Books means that your data is always safe - even if something goes wrong with your computer. We use the same level of security as online banking, so you can relax knowing your information is in safe hands.

14 Full Of Fantastic Features

15 Automatic bank imports Clear Books not only allows you to import your bank statements - you also have the option of automatic daily bank feeds. This means that any transactions going through your bank accounts will appear automatically in Clear Books on a daily basis - saving you time by cutting out the import process - all you need to do is explain them.

16 Clear Books supports multi currency Create bank accounts and invoices in foreign currencies. You can set your own multi currency rates and tailor which currencies you use to make sure that you always invoice your customers correctly, no matter where in the world they are based.

17 Easily generate invoices from quotes With Clear Books you always know exactly where you are with every quote you're working on. Keep track of the status of quotes by marking them as draft, complete, rejected or accepted, and edit them if necessary. Once your customer has accepted a quote, an invoice can be generated from the quote at the click of a button, ready to be sent to the customer. This quote will then be marked as invoiced.

18 Make your invoices beautiful Create stunning invoice themes featuring your logo to make sure that you always give a professional impression. You are able to save as many different invoice themes within Clear Books as you like to make sure you have the correct styling for every situation.

19 Don't concern yourself with repeat invoicing If you have recurring invoices, bills or expenses Clear Books will generate these for you. Switch on automatic ing and these invoices can even be sent to your customers, still without you having to do a thing. That's one less thing for you to remember every month!

20 Automatically invoices to your customers ClearBooksLtd.com Once you have created an invoice you can it to your customer directly through Clear Books. You're even able to save default attachments to Clear Books and make sure that an invoice never goes out without a copy of your terms and conditions again. Don't want to waste time ing? Clear Books can do it all for you by automatically ing invoices, payment reminders and prompts for those customers whose payments are overdue - making sure that you always get paid.

21 Break your accounts down into projects Clear Books allows you to break your accounts down into projects and monitor their profitability. This feature can also be used for cost centres or subdivisions of your company. If you are using projects to monitor different subdivisions of your company you can even create invoices with different logos and payment details for these projects.

22 Report on your businesses accounts Easily generate reports and graphs to provide a complete overview of your business. These reports can cover custom date ranges and are easily exported in PDF format.

23 Work seamlessly with payment gateways Clear Books is integrated with: - PayPal - Paypoint - GoCardless If you use any of these payment gateways they will work together with Clear Books to save you time and effort.

24 We've got loads of features but we're always keen to add more! We are always looking to improve and want to hear your feedback and feature requests. Clear Books has an ideas network where you can post your requests and vote for the ones that you want to see implemented. Make sure you get involved and have an impact on the development of Clear Books.

25 Here's What Our Customers Have To Say

26 "I simply love Clear Books, I find it very 'clear' and simple to use. Previously used Sage which I found complicated as I am a business owner and not an accountant. It s easy for my accountant to log in at any time without me having to do any prep work to send over back-ups. If I ever have a question regarding my accounts I can now do it by phone with my accountant in a matter of minutes, saving valuable time. There are many functions I love in Clear Books, too many to mention! I tried several online packages before moving to Clear Books and I believe I made an excellent choice." - Lorna Micklefield, Alchemy Keys Ltd.

27 So much easier to use, no complexity to it. My previous accounting software was bloated and very user unfriendly, especially when it took half an hour to do anything in it. Clear Books is smooth and refined and everything is where you would expect it to be, no looking around for 10 or 20 minutes for the feature you want to use. When you do get stuck there is support enough to get you through anything, from basic directions of use to requesting new features. Best business decision yet! - Timothy Ogborne, Computer Services Plymouth.

28 "The ability to view a complete overview of your business during your early morning coffee is absolutely fantastic. Previously I would have to hassle our accountant for the sort of information I can now get at a click of a button. A truly excellent bit of kit!" - Sean Scott, Vuba Flooring Limited.

29 We were struggling with spread sheets and scraps of paper which left us very confused for most of the year. With Clear Books we finally feel in full control of our finances and confident that when we hand over to our accountant he'll be able to understand every transaction. Thank you Clear Books. Guy and David at Opposite Leg. - Guy Michaels, Opposite Leg Ltd.

30 Ready To Come On Board? Contact Your Accountant Today! 3