Bookkeeping usually lives in one product and the tax return in another, with a trial balance rekeyed between them once a year. ClearBooks keeps both in ClearCash, so the numbers you closed are the numbers that get filed.
Per client, not per subscription.
A proper double-entry ledger with your own chart of accounts, manual journals and period controls — not a categorised list of transactions.
Work down the bank statement coding as you go, with the running trial balance updating underneath.
The statements come out of the ledger on demand, at any date, without a month-end export ritual.
The closed figures feed the accounts and the tax computation instead of being retyped into a separate package. See Accounts & CT.
Where most of the month actually goes.
A phone app the client installs from a link. They snap the receipt when they get it, rather than handing over a carrier bag in January.
The amount, supplier, category and UK VAT treatment are read off the image, and staff confirm rather than type.
Drop a folder or a ZIP in and let it work through the pile, instead of opening images one at a time.
Send a checklist, the client ticks items off and uploads as they go, and you can see exactly what is still outstanding.
You don't have to move them.
Pull the year-end position in from QuickBooks or Xero rather than rekeying it, for the clients who are staying where they are.
Businesses you do the books for get a link to their own ledger, without needing a seat in your practice system.
The demo is more useful on a real set of records than on a clean sample. See pricing.
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