Finish-Line: Tax Tracking Software and Task Management Software
The founders of ImagineTime created tax tracking software while actively practicing as CPAs. They understood then as they understand now the critical importance of deadline scheduling to meet tax tracking and task management deadlines. A good tax tracking program must let you know when client information is received, the status of work, and how and when the finished product is delivered to the client.
The software should also allow you to easily monitor and assign tasks, create client notes and view a history of the notes when necessary to help you more effectively manage your relationship with the client.
The snapshot of the manage/edit deadlines screen below shows how this information is entered, edited and filtered within Finish-Line. If you assign tasks to staff, an encapsulated view of this screen is also available within the calendar task bar of each staff person’s calendar. This feature enables the firm to limit staff access to assigned tasks only. A quick setup screen is also available that allows you to assign groups of tasks to similar clients in a single click!
Due Date Reports
Our tax tracking system allows you to select and report on items based on their workflow subtask or status level; for example, all electronically filed returns pending verification.
ImagineTime has software for staff scheduling and time & billing which allows work to be assigned to staff and time to be budgeted. As mentioned above, if you purchase our calendar option, due date items assigned to staff will appear in the calendar task bar. The tax tracking system optionally integrates with our time and billing system software, or can be purchased as a stand-alone module.
Please review the sample tax tracking report below that shows information for incomplete 1120-S returns for all partners. The project issue and task tracker system includes a comprehensive report generator that allows users with appropriate permission levels to print reports for the primary partner and assigned staff including criteria options such as not-complete, due this month, client data not received.
The second report illustrates how our workflow module allows you to track detail sub-tasks and assign different staff to separate work assignments within the main task. A routing sheet can also be printed to accompany the tax files through the office.
In addition, you can print staff scheduling reports based on the date tasks should be started in addition to conventional due date reporting options. To save time, tax and task activities can be rolled over from one year to the next for all active clients. For more information about tax tracking and task management, review the due date monitoring and task management screens or take the tour to find out how ImagineTime can help your firm manage important deadlines.
Recently, we added the ability to track time for each task management activity within our time and billing software data entry screens. The result has been great reports that compare budget to actual hours! Time spent on specific returns and tasks can be also entered directly from the staff calendar by double clicking an appointment, or by selecting a tax return or task in the task bar and clicking on the clock.
Client and Staff Notes
The client and staff notes screen below illustrates how you can effectively track the client relationship for each tax return or task activity. Note histories for the prior year can be reviewed when beginning next year's work. This often helps to improve efficiency in the following year.
You may also copy other staff on the note and attach documents to the note message. If you have our calendar system and send notes to other staff, a prompt will let them know they have a message waiting. At your option, you can set a note to display a reminder message on or after a certain date to inform you that a matter is coming due. A variety of print options are available that allow you to print reports for selected date ranges, staff or note types.