How clean is your data? How accurate is your data?
How much money is data integrity currently costing your firm?
Use the calculator below to understand the cost of your database inconsistencies. Simply adjust the numbers in the boxes to suit your firm, tailor the total client count, slide the time in minutes scale across and adjust your average hourly rate of the firm to get a good read!
With a significant number of accounting firms based around cloud based Practice Management applications
the importance of getting it right in set-up and content cannot be underestimated.
Clarity Street has developed a Data Integrity Check Tool that provides a starting point to
give you a snapshot of what the current situation is with your Practice Management application.
We provide recommendations on clean-up, along with a before and after snapshot of your data.
After that, we provide training on best practice operational excellence moving forward.
the importance of getting it right in set-up and content cannot be underestimated.
Clarity Street has developed a Data Integrity Check Tool that provides a starting point to
give you a snapshot of what the current situation is with your Practice Management application.
We provide recommendations on clean-up, along with a before and after snapshot of your data.
After that, we provide training on best practice operational excellence moving forward.
Our Services
XPM Review & Report
Our Review and Report service will review two aspects
of your XPM: the Setup, and the Data itself. Our Setup review considers factors starting with different client structures you are using, to Dashboard use, Report use, WIP management, and the connections to your XPM. Our Data Review focuses on missing and inconsistent data (Tax related details, missing managers, missing tax agents, duplicate clients and so on). We also look at reconciliations between your XPM, your ATO Portal Records and your ASIC Agent Records. All of which culminates in a report to provide you a clear direction on what you need to action to improve the quality of your data. |
XPM Full Renovation
Our XPM Full Renovation service starts with the XPM Review
and Report. We present you our findings and discuss with you recommendations, resources and requirements to achieve an XPM that is set up for your firm and containing data that you can rely on. Having a comprehensive plan on how to achieve data integrity is vital to success as it is likely your XPM is connected to a variety of other apps and fixing XPM will have a flow on effect. Clarity Street will perform the majority of amendments, updates and fixes required and work with you on the minority of matters than cannot be resolved with bulk updating. Quality Setup and quality data should be the starting point of a quality firm. |
