ImagineTime is modular in design. Start with what you need, and customize the menus to keep it simple. Add modules or users as your company's needs evolve. Licensing is determined by concurrent use, not staff count. Set up as many staff, or install on as many workstations as you like. Pay only for the number of users in the program at the same time. Our annual support and update program is affordable and optional. Being on the program entitles you to free updates during the year as well as personalized technical support. If you opt not to have support, the installed software is yours to use for as long as you like.
Do you know without a doubt that the fixed fees you charge your clients are adequate to cover staff costs and overhead? Are you able to value billing knowing your true costs (see our blog article)? Our time and billing software measures staff and client performance against firm benchmarks and provides the information you need to make key decisions. Choose from a wide variety of invoice formats designed to minimize client disputes and maximize collections! Email invoices and accept credit card payments on-line or from within our billing software. The software does not require periodic closing so reports can be run for any period at any time!
Avoid late penalties and meet client expectations with our due date monitor. You have the option to track work flow within each engagement or project and assign and budget different steps to staff. Ensure that your team works effectively managing tax and client deadlines of any type!
Our calendar scheduling module includes side-by-side calendars to improve ease of staff scheduling and integrates with our other modules and MS Outlook®. A simple, but effective document management system improves control of your client, staff and contact folders and files, including a built-in scanning tool that works with your LAN or TWAIN scanner, and keyword filters for easy searching. A client relationship module (CRM) is included to help you communicate effectively with key client groups by mail, or email using MS Outlook®. Integration with QuickBooks and popular tax software programs is also available.
Our products work on the desktop, local area network, Microsoft Windows terminal server, cloud and Android mobile devices. The time and billing software has been specifically developed with a focus on CPA firms, accountants, bookkeepers and tax attorneys. Some engineering firms have also found us a good fit.