Task Tracker and Due Date Monitor Software

ImagineTime task tracker and optional workflow management software can be purchased as a separate product "Finish-Line" or as a component part of our time and billing practice management system. Take a tour of our Task Tracker. Our task tracker manages important client and firm deadlines and can also track the specific steps necessary to complete a main task. The following is a list of the overall benefits of our deadline management software:

ImagineTime Due Date Monitoring and Workflow Management
  • Avoid late penalties through more efficient due date monitoring with our basic due date monitoring module.
  • Improved workflow organization reduces duplication of effort and increases staff productivity for both small and larger firms.
  • Simplified due date monitoring and reporting is available for small firms that don't require detail tracking of workflow by staff.
  • Distribution and tracking of workflow for small and medium sized firms that require the ability to track main and sub-task start and completion dates and budget hours for tasks- when used in conjunction with our time and billing software .
  • Ease of setup and maintenance allows replication of tasks and forms from client to client, and year to year.
  • Generate alerts and notifications to staff of tasks that are overdue or need to be started within a user-defined specific date range.

With our task tracker and task management software you can manage:

  • Weekly, quarterly, monthly and annual, bi-annual deadlines, including 'one-time' events.
  • Other important periodic deadlines such as monthly accounting work, payroll deadlines, SEC deadlines and more.
  • If necessary, track workflow by customizing sub-task components for a main task, track the individual steps and assign and budget those steps to different staff.

Our software ships with most federal tax tracking due dates and a sample of selected tasks. It also includes an optional due date monitor and scheduling calendar, as indispensable tools for tracking deadlines of all kinds. It’s easy to set up a new form or task - click to see the main task management setup form . Canadian customers have the option of loading sample tasks for their country.

A report generator lets you tailor and save reports for particular deadlines, e.g. all 1040 items due can be assigned to any staff person under a single extension designation. With our task progress tracker, you can choose the deadline type, designate a due date range, and even generate and print reports according to order type or for selected client groupings.

Please note: Much of the discussion above regarding implementation of the due date and workflow system relates to implementation of deadlines for a small to medium sized CPA/accounting firm. However, it should be emphasized that the design of the due date system will suit the needs of a wide variety of firms and companies (architects, engineers, project managers and construction firms) that require work flow management and deadline tracking.

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