ImagineTime offers Time and Billing, Finish-Line Due Date monitoring, Calendar Scheduling, Document Management, Client Relationship Management, QuickBooks Integration and Integration with popular tax software programs. ImagineTime is available on Desktop or Cloud. An Android application is now available.
Our Calendar scheduling module includes side-by-side calendars to improve ease of staff scheduling and integrates with MS Outlook®. A simple, but effective Document Management system improves control of your client, staff and contact folders and files, including a built-in scanning tool that works with your LAN or TWAIN scanner, and keyword filters for easy searching. A Client Relationship Module (CRM) is included to help you communicate effectively with key client groups by mail or email using MS Outlook®. Integration with QuickBooks and popular Tax Software (ATX, UltraTax, Drake, Lacerte and ProSeries) programs is also available.
Due Date Monitoring
Avoid late penalties and meet client expectations with our due date monitor. You have the option to track work flow within each engagement or project, assign and budget different steps to staff. Ensure that your team works effectively managing tax and client deadlines of any type! ImagineTime Finish-Line/Due Date offers a date monitoring and task management product. Finish-Line tracks important client and firm deadlines and can also manage the specific steps necessary to complete a main task. With our task tracker, you can choose the deadline type, designate a due date range, and even generate and print reports according to order type or for selected client groupings.
Time & Billing
Our time and billing software measures staff and client performance against firm benchmarks and provides the information you need to make key decisions. Choose from a wide variety of invoice formats designed to minimize client disputes and maximize collections! Email invoices and accept credit card payments on-line or from within our billing software. The software does not require periodic closing so reports can be run for any period at any time! Our software maximizes your time by streamlining initial setup of client information and simplifying the invoicing of time slips.
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