Clear Books Special Features and Tools

Our Mission Is To Give You Back Your Time.

Award-winning cloud accounting software from our partner Clear Books is as secure as the biggest banks, and its simple, customisable dashboard  gives you a clear and complete snapshot of your finances at a glance.

Cloud and Productivity infographic by Clear BooksThere's no need to take time out or travel. We'll arrange a Clear Books training session at the best time for you, over the phone using screen sharing. You'll get a manual and online help, and we'll always be here to answer your questions.


Clear Books works with traditional high street banking and online options like Paypal and WorldPay. You can include Directors' loan accounts and mortgage accounts, or link your business bank account directly to automate tasks like importing transactions and credit card statements.

If you have more than one bank account linked to Clear Books, you can transfer money between them. This is particularly useful for showing mortgage payments or repayments to Directors' loan accounts.

Purchases and Expenses

Purchases and expenses tools let you enter details of the money owed to suppliers, to work out what you can claim back. You can also:

  • Create and pay one-off or recurring bills.
  • Produce purchase orders and convert them to bills.
  • Manage recharge costs and expenses.
  • Handle accrual dates.
  • Create supplier archives.
  • Perform postcode lookups.


Clear Books has the tax rules built-in to protect you from mistakes, and RIFT Accounting is always there to double-check. Manage all your tax obligations through Clear Books, including:

  • Generating and storing VAT returns.
  • Custom Sales Tax.
  • Flat rate tax scheme.
  • EC sales list.
  • Corporation Tax.
  • Reverse charges.
  • Expenses and benefits.

For more on VAT, see our VAT page.


With Clear Books, you can verify your subcontractors' details with HMRC and fully record CIS information for both contractors and subcontractors. You can even prepare and submit your CIS returns online, if you choose. See our CIS page for more.

Specialist Tools

Clear Books also features specialist support tools to manage non-standard accounts. Dividend payments, accruals, prepayments and more can all be handled simply and quickly.

Clear Books can be accessed anywhere with an internet connection - even from your phone!

If you have any suggestions to improve Clear Books, we'll do our best to get them into the system. Get in touch, and let us make time for you.

Call us on 01233 653006 and see how we can help you today.

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