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Average Ratings 0 Ratings

Total
ease
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

SREDlog is a software solution designed for the preparation of SR&ED claims, catering to Canadian consultants, accounting firms, and internal teams. It consolidates client documents, supporting evidence, recorded hours, and expenses into a single, efficient workspace. Users can create T661 project narratives that are directly associated with their source documents, evaluate technical and financial choices, gather client confirmations, develop drafts for both federal and provincial forms, and produce an indexed package of supporting materials. The software incorporates AI technology to aid in the drafting process, while the responsible firm retains the authority to review and approve the final output. However, it is important to note that SREDlog does not assess ultimate eligibility, submit claims to the CRA, or provide guarantees regarding results. A 30-day trial period is available, which includes one claim and offers unlimited user access without requiring a credit card. This allows firms to explore the software’s capabilities extensively before committing to a purchase.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$199 per month
Free Trial
Free Version

Pricing Details

$2,500 CAD per year
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

SREDlog

Website

sredlog.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

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

Alternatives

Alternatives

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ATX

Wolters Kluwer
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Thomson Reuters