Built inside a real accounting firm.
Clear Profit 365 is the pilot firm for 360 Centric, proving the system inside an active tax and accounting firm with 80 CAS clients and 400 tax return engagements for 2025.
Firm profile
The pilot firm reflects the market problem.
Clear Profit 365 is a working tax and accounting firm serving recurring CAS clients and annual tax clients.
This makes Clear Profit 365 a strong pilot environment because it has real operational complexity without being an enterprise firm.
The pilot uses ProConnect today, but the broader 360 Centric market includes firms using Drake Tax, UltraTax CS, and Intuit professional tax software, including ProConnect, Lacerte, and ProSeries.
80
CAS clients managed
400
2025 tax return engagements
The firm currently runs on
Current stack
A modern stack, one system at a time.
| Area | Current System |
|---|---|
| Accounting platform | QBOA |
| Tax preparation | ProConnect |
| Client communication and portal | Liscio |
| Agreements, billing, payments, collections | Anchor |
| Email and productivity | Office 365 |
| Operational tracking | Spreadsheets |
| Internal coordination | Email, meetings, manual updates |
The pilot problem
The tools work. The firm still lacks one operating record.
Clear Profit 365 already uses modern systems. The issue is not a lack of tools.
The issue is that no single system shows the owner:
That is the gap 360 Centric is designed to close.
The pilot build
What 360 Centric will do for Clear Profit 365.
Create One Client Operating Record
Each client record will show services, status, communication, documents, billing, payment status, staff ownership, risk, and opportunity.
Centralize CAS Visibility
The firm will see the status of all 80 CAS clients, including open work, missing information, assigned staff, review status, billing triggers, and advisory opportunities.
Centralize Tax Engagement Visibility
The firm will see the status of all 400 tax engagements, including intake, missing documents, preparation, review, signature, filing, billing, payment, and advisory follow-up.
Replace Liscio Functionality
360 Centric will centralize client communication, document requests, client tasks, missing items, and client status in the operating record.
Replace Anchor Functionality
360 Centric will centralize agreements, billing status, payment visibility, collections risk, scope control, and revenue opportunity.
Replace Spreadsheets
The pilot will identify and replace the most important spreadsheets used for tax tracking, CAS tracking, billing follow-up, and owner visibility.
Pilot success measures
What the pilot should prove.
The Clear Profit 365 pilot should measure whether 360 Centric improves:
Pilot thesis
Clear Profit 365 proves the market need.
Clear Profit 365 demonstrates that even a modern, cloud-based firm using QBOA, ProConnect, Liscio, Anchor, Office 365, and spreadsheets still lacks a single source of operational truth.
360 Centric closes that gap by converting fragmented client communication, workflow, billing, collections, CAS activity, tax production, staff accountability, and owner visibility into one unified operating record.
See the pilot model in action.
360 Centric is being proven inside Clear Profit 365 — converting a modern but fragmented stack into one unified operating record for the firm.