ImagineTime by the Numbers
ImagineShare - Sophisticated CPA Client Portal
Stop chasing your clients for forms, receipts, statements, and returns, and let ImagineTime do it for you. Our convenient, secure Client Portal will automatically send clients friendly nudge reminders for deadlines and due dates, so you can spend less time emailing and more time managing your firm.
The Client Portal uses 256-bit bank-level encryption to protect client information. Your clients can rest easy knowing their data is safe, and you can avoid the costs of a breach. Our Cloud-based system also saves and backs up all data, so it will always be accessible, even if your hardware is damaged.
Time Billing Tracker for CPAs
Spend less time filling out time slips, and more time growing your practice. Our easy-to-use time and billing software for CPAs lets you keep all your billing data in one place, reducing the risk of mistakes and saving you money. Our time entry software module lets staff members efficiently record time and expenses.
ImagineTime’s time billing software allows staff members to easily generate bills; edit or delete invoices; change billing options; and more. You can even create invoices using our invoice templates. It’s a fast, easy way to manage all your time & billing information in one safe, centralized location.
Due Date Management for CPAs
Our convenient due date tracking software can help you manage important client and firm deadlines, so that there’s never a last-minute rush, and your firm always knows where it stands. Choose between our simplified tracking option; or track smaller, detailed steps with our detail tracking option.
Our accountant due date management tracking system enables you to avoid late penalties; increase employee productivity; notify staff members when high-priority items are due; managing deadlines; and delegate efficiently. ImagineTime even lets you replicate and carry over information from client to client and year to year.
Customer Relationship Management Software
ImagineTime’s Client Relationship Management software lets you efficiently manage all of your client communication in one place. Generate and print collection letters; create custom labels and envelopes; send email newsletters to clients; and send targeted email blasts to different client groups.
No more pink slips, sticky notes, or emailing–our convenient Contact Management module lets you document all client communications; monitor all client activities; and create a real-time history of all client data. Data is stored indefinitely, and can be accessed either months or years from now.
Reporting & Analytics Software for Accountants
Make smart, data-driven decisions with ImagineTime’s efficient reporting and analytic software. Our firm profitability reports and employee performance reports let you compare tracked time versus invoiced time side-by-side, so you can see exactly what challenges and opportunities impact your firm.
Our automated client reports make it easy to share key account information with your clients, so that everyone can stay on the same page. You can also view which client accounts yield the most profits. Stop wasting time and resources assembling spreadsheets, and spend more time doing what matters.
Trust Our Customers
Bolstering the Potential of Practices Across the Globe
Most of our customers come to us with one thing in common: the need for a practice management software and taskflow management solution that doesn’t hold them back. Maybe they’re exhausted from hidden costs, lack of customer support, or a lack of key features. Or maybe they’re just looking for a product that will accommodate their business’ unique needs, rather than slowing it down. Whatever your practice’s needs, we can help. We are problem-solvers and practice management fanatics. We can’t wait to partner with your team and discover your firm’s true potential.