Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
HubSync is a Tax Integration Powerhouse. HubSync was created by tax professionals for tax professionals. It addresses your problems and allows you to concentrate on your clients and not worrying about wrangling tax data or dealing with complicated tax processes. You can collaborate with your team from anywhere, via the cloud, in real-time. You have unlimited insight with the reporting and analytics capabilities available to you. Automate and simplify the tracking and analysis of key performance indicators and metrics. Simple alert mechanisms ensure that you don't miss important dates. HubSync was created to harmonize disparate data. This reduces complexity and helps clients maximize their investments. HubSync combines the simplicity of consumer-friendly applications with enterprise-grade functionality.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$199 per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
No
Online Support
Yes
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)
No
In Person
No
Vendor Details
Company Name
TimeValue Software
Founded
1984
Country
United States
Website
www.timevalue.com
Vendor Details
Company Name
HubSync
Website
hubsync.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
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No