Frequently asked questions

Do I have to change my software systems?


Not at all! We work alongside most of the usual suspects, such as Dentrix, Eaglesoft, Open Dental, Dentimax, etc. However, we provide the free service of moving your accounting software over to Quickbooks online. We do this because it is free to set up, and free to use! This makes it easy for us to manage your books, keep them secure, and share them with any parties you choose.




What if I love my accountant/CPA? Do I have to give them up?


Definitely not! A good accountant is a Dentists' best friend. We make sure your books are beautifully kept with itemized tax deductions so everything is ready to go for your CPA come tax time. If you would like us to hire a great CPA to handle your taxes, we can do that as well.




Does this require a long term contract?


Of course not. We believe month-to-month contracts keep us incentivized to provide the best service possible. We care about each one of our Dental Professionals and will go the extra mile to prove it.




Who makes sure that my money is protected?


In order to ensure the highest level of privacy and security, we never handle your money. You or your staff will scan/upload bills into an online folder that is HIPPA compliant, and we balance the dental software with Quickbooks, merchants, and banks.




Do you serve dental specialists as well?


Yes! Clear Books was actually started for an Endodontist in Washington. We love our specialists and provide the same great services.





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