How do you get your accounting clients to use your client portal? In this post, we share tips on how to ease frustrations and ensure engagement.
ImagineTime is a complete practice management application that includes excellent time and expense management capability. Along with the time and billing feature, ImagineTime also offers a client portal, due date tracking, reporting and analytics, and solid integration capability. Best suited for mid-sized professional service firms including accounting firms, ImagineTime is available as an on-premise application as well as on the cloud.
ImagineTime also includes a mobile app that works with both iOS and Android devices, with the mobile app offering complete mobile timekeeping capability.
ImagineTime offers seamless integration with third-party tax software applications including UltraTax, Lacerte, ATX, ProSeries, and Drake.
ImagineTime includes a searchable knowledge base that offers easy access to instructional materials including the ImagineTime Manual. FAQs are available for browsing, and users can open a new support ticket or check ticket status from the support page if desired. Users can also access support via telephone if desired, with the option to request a remote support session if necessary.
ImagineTime is well suited for professional services firms of any size. ImagineTime’s Time & Billing module is currently $25 per user, per month. Other modules available include a Client Portal for $25 per user, per month, a Due Date/Workflow Management module for $25 per user, per month, or the option to purchase the complete Practice Management Suite which includes all client portal, time & billing, and due date management features, for $70 per user, per month. Those interested in ImagineTime can request a product demo directly from the vendor.