Here’s what’s new:
🔥 Gmail Add-In
Are you a Gmail user? Now you can send files, request files, and request signature from Gmail using our ImagineShare Gmail Plugin. Click here if you would like to check out the Chrome Extension for ImagineShare!
📁 Folders
We get it… Accountants deal with a TON of files, and you need an easy way to organize and sort these files. With Folders, you will be able to create subfolders to organize your files just like you were in the File Explorer!
🔍 Audit Trail
Have you ever been curious if your client viewed or downloaded a file? With our Audit Trail, you will be able to see the history of your files stored in the ImagineShare portal at any time.
🌐 Website Embed
Have you ever wanted your clients to be able to send you files without leaving your website? With our Website Embed, this is 100% possible! There is no programming necessary and all of the code you will need is included – do it yourself, or pass along to your web manager.
✉️ New Version of Outlook Plugin (COM Add-In)
Anyone NOT using Microsoft Exchange knows it can be hard to find plugins and add-ins that are compatible with Outlook on their desktop. The COM Add-In will allow you to send files, request files, and request signature even if you use POP, IMAP, or an older version of Outlook.
Interested in what else is in store? Here is a sneak peek of what we are releasing over the next couple of weeks:
✅ Needing more flexibility when requesting electronic signatures? With our Drag-n-Drop feature, you’ll be able to create custom signature requests without having to choose a template.
✅ Want to send you client a list of documents you need? With Request Lists, you’ll be able to request files and track any outstanding requests.
✅ Want more control? With Granular Permissions, you get to decide who has access to what.
The partnership provides a comprehensive advisory solution for accountants, combining ImagineTime’s practice management solution with Malartu’s data analytics platform to future-proof the modern accountant.