Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 1 Rating

Total
ease
features
design
support

Description

File In Time is an intuitive software solution for managing task assignments and tracking due dates related to filing, ensuring that you never overlook essential deadlines and enhancing the efficiency of your operations. With this tool, you can effortlessly keep tabs on your workload, regardless of the volume of returns processed or the number of clients served. The software allows for the seamless transition of completed tasks into a due date list for upcoming periods or years, enabling you to stay organized. You can monitor the status of each task with up to 40 different tracking fields, making it easier to manage progress. Additionally, the platform comes equipped with pre-set dates for nearly 200 federal and state income tax returns, along with the flexibility to design custom services tailored to your needs. Tasks can be generated for all responsibilities in your office, with each one clearly marked by the client’s information, important dates, and the specific service being rendered, whether it’s a tax filing or a scheduled meeting with clients. It’s a comprehensive approach to ensure that your firm operates efficiently and effectively, allowing for better time management and improved client satisfaction.

Description

A user-friendly accounting practice management tool that encompasses all necessary features to effectively oversee your team, expand your firm, and meet critical deadlines. Assign tasks and monitor your team’s progress from a comprehensive perspective. Manage billing hours, generate reports, and send invoices to clients seamlessly. Keep all client information consolidated in a single platform for easy access by your team. Automate the collection of client data through automatic follow-up reminders. Safeguard your passwords in one central location for your team’s convenience. Easily synchronize your data and client information by integrating with QuickBooks. Share and exchange documents both with your team and clients effortlessly. Enhance your firm's profitability by pinpointing clients that may not be financially beneficial. Utilize our pre-designed workflow templates to optimize your operations and ensure quality control as your team expands, or customize your own to fit specific needs. By streamlining these processes, your firm can operate more efficiently and effectively than ever before.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Anchor No 
QuickBooks Online No 
QuickBooks Online Advanced No 

Integrations

Anchor Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 

Pricing Details

$199 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

TimeValue Software

Founded

1984

Country

United States

Website

www.timevalue.com

Vendor Details

Company Name

Financial Cents

Founded

2018

Country

United States

Website

financial-cents.com

Product Features

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms Yes 
Workflow Management Yes 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management Yes 
Time Tracking Yes 

Tax Practice Management

Approval Process Control Yes 
Billing & Invoicing Yes 
Client Management Yes 
Client Portal Yes 
Document Management Yes 
Due Date Tracking Yes 
Scenario Planning Yes 
Tax Filing Yes 
Tax Forms Yes 
Workflow Management Yes 

Alternatives

Alternatives

TPS Practice Management Reviews

TPS Practice Management

TPS Time & Billing Software
ATX Reviews

ATX

Wolters Kluwer
GoSystem Tax RS Reviews

GoSystem Tax RS

Thomson Reuters
CCH iFirm Reviews

CCH iFirm

Wolters Kluwer