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features
design
support

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Write a Review

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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Anchor No 
Easyflow No 
Element Finance No 
Float No 
Gmail No 
Ignition No 
Liscio No 
Microsoft 365 No 
Microsoft Outlook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
QuickBooks Time No 
SalesMachines.ai No 
Soraban No 
Stackreaction No 
Wufoo No 
Zapier No 

Integrations

Anchor Yes 
Easyflow Yes 
Element Finance Yes 
Float Yes 
Gmail Yes 
Ignition Yes 
Liscio Yes 
Microsoft 365 Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
QuickBooks Time Yes 
SalesMachines.ai Yes 
Soraban Yes 
Stackreaction Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

$199 per month
Free Trial No 
Free Version No 

Pricing Details

$59/month/user
Karbon has three different pricing plans with the most popular one being Business. Karbon offers an annual and monthly subscription. It starts at $59/month if billed annually, or $75/month if billed monthly.
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 Yes 

Types of Training

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

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

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 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 No 
Billing & Invoicing No 
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 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 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control No 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard No 
Document Management Yes 
Forms Management No 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

ATX Reviews

ATX

Wolters Kluwer
GoSystem Tax RS Reviews

GoSystem Tax RS

Thomson Reuters
CCH iFirm Reviews

CCH iFirm

Wolters Kluwer