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:
With our task tracker and task management software you can manage:
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.
ImagineTime is proud to announce a 5-star rating from CPA Practice Advisor. This is the fourth consecutive year that ImagineTime has received 5-stars. Mary Girsch-Bock reviewed ImagineTime in 2017, 2016 and 2015 while Isaac O'Bannon reviewed ImagineTime in 2014. See the reviews here.