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
Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon.
Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.
API Access
Has API
API Access
Has API
Integrations
Easyflow
Element Finance
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
Integrations
Easyflow
Element Finance
Gmail
Ignition
Liscio
Microsoft 365
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Time
Pricing Details
$199 per month
Free Trial
Free Version
Pricing Details
$59/month/user
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
TimeValue Software
Founded
1984
Country
United States
Website
www.timevalue.com
Vendor Details
Company Name
Karbon
Founded
2014
Country
United States
Website
karbonhq.com
Product Features
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration