Integrations

NEW! Payments can NOW be assigned from one client to another.
BIG NEW FEATURE! Engagement & Project BudgetingCreate Revenue and Time Budgets. Email Notifications with 8 levels of alerts based on percentage of budget. Auto Rollover features with 3 options to create next year budgets. Track time at the Engagement, Project and Project Task Level. Game changing practice management tools!
NEW! Tutorial Videos have been added in the application. Look for the orange button – Tutorials!
BIG NEW FEATURE! Client User Defined Fields now have Dynamic Templates. Set up templates with user definable columns and clone to clients. Override features at the Client Level to ignore Firm Templates!
NEW! Option at the Firm Level to Auto-Pause Timers.
NEW! Mass Delete Clients that are inactive and qualify for deletion
NEW! Scheduling/Calendar now have a REMINDER Option with predefined options. Popups will display any where in the application based on options.
NEW! Scheduling/Calendar now have the option to display the Office or Mobile Number in the appointment event. Select the Client and Phone Numbers are available in a dropdown list!
NEW! Block Time Entry. Optional setting at client level.
NEW! Scheduling. Calendar Resources now display the color of the resource in filter options to easily identify appointments by staff on the calendar.
NEW! Multi-Select Checkbox lists now allow for selecting a range of items using the the Shift Key.
NEW! Calendar Appointments have been added to export utilities and can NOW be exported to an excel spreadsheet by date range.
NEW! Batch delete Active / Inactive Engagements that qualify for deletion.
UPDATED! Email Log at the Client Level has been updated with a Date Range filter.
NEW! Ability to search by Client Number in Cash Receipts, Time Entry and Invoicing
NEW! Prior Balance, for invoice printing, can now be hidden at the Client Level.
UPDATED! To-Do items can be now be assigned by all staff permission levels.
UPDATED! Project Notes have been updated with a interface with Staff Pictures and Timeline view.
NEW! Invoice Review now has Batch Operations! Change the Invoice Template and Finalize Action for all selection Client Invoices.
FIXED! Private Memos are now saving for Timer transactions.
NEW! Reports Center Aging Reports updated to only select an As Of date. WIP Aging Reports are NOW DYNAMIC!
UPDATED! Expense Manager. Loading slow for the year selection. Global Search – Client Name has been added to the filter.
UPDATED! Project Management. Cloning Projects now allow for changing the project template name.
UPDATED! Client Portal Login case sensitivity on login resolved.
NEW! Emailing Statements now has optional settings to control the Button Type in the body of the email.
NEW! Project Management. New filters added.

What’s Coming:

Electronic Payments in Recurring Invoicing – Released within the next week!
Electronic Payments – Auto Surcharge qualified Credit Cards – COMING SOON.
Capacity Scheduling Planning based on Budgeted Time
Email Integration with Outlook and Gmail. Bring your email into Mango Billing!
Client Scheduling – Clients will have the ability to schedule their appointments based on Staff availability from your website!

NEW! Option in Settings > Invoices. Skip Invoice Review. If Invoices are marked as Finalize Only they will not show in Invoice Review.
NEW! Timers now have an option to limit the number of open timers. See Settings > Time & Expenses.
NEW! Timers now have the Private Memo option when adding a timer instead of accessing the option when Converting To Time Entry.
UPDATED! Write Up/Down is fixed to only allow a manual
write up/down and is not automatically allocated based on Invoice Amount.
UPDATED! Schedule Printing has been updated to print 100% height.
UPDATED! Adding an event to the Schedule and putting the Client Name has been improved to remove the client and searching by any part of the client name.
NEW! Reports Center now has a Filter Reset button to clear all filters.
UPDATED! Batch Invoicing now has a warning message if navigating away after changes have been made prior to Processing Invoices.
UPDATED! Accounting > Edit Deposit has been updated with new features and new buttons for Editing Cash Receipts vs. Editing the actual Deposit.
NEW! Time Card Entry. Ctrl-I is now available to quickly insert a new entry. Other UI/UX enhancements.
NEW! New Wildcards added. ^NM, ^CQ, ^PQ. ^NQ Next Month, Current Quarter, Prior Quarter, Next Quarter
NEW! Cash Receipts. Option to Pay by Groups. Improvements made to selecting and making payments for Searching by Invoice Number and Groups.
NEW! To-Do Email Notifications. Option to turn-on email notifications in Settings > Notifications when To-Do’s are created for other Team Members.
UPDATED! Project Management. Permissions updated when it comes to who is allowed to complete projects from the Project List.
NEW! Payments can be unapplied from an Invoice without having to reverse payment and reenter.
NEW! Batch Invoicing/Manual Invoicing. New option in Settings > Invoices to Roll-Up Expenses (Narrative Invoices Only) by default.
NEW! Project Management. New filters added.

NEW! Invoices can now be edited and the INVOICE AMOUNTS CHANGED! Write/Up down is automatically recalculated.
NEW! Rate Templates have been completely updated and allow for various types of Rate Templates that can be assigned to Clients and Activities.
NEW! Notification Emails for client payments. You can now control who receives these notifications within your firm. It can 1 or more members within the firm. See Settings > Notifications.
UPDATED! Microsoft/Google calendar integration can now handle appointments with 1 or more calendar resources assigned to the event and events scheduled by others.
UPDATED! Reassigning time and other batch requests have been optimized to run faster with a large number of records selected.
Fixes! Improvements made to Last Stop Time and Start Time when creating Time Records.
NEW! Expense Roll Up Options have been added to Batch Invoicing and Recurring Invoicing.
NEW! Client Portal. When clients upload documents in the DMS, the Modified By now records the logged in Client Email to annotate who uploaded documents.
NEW! Settings > Assignments > Engagements. There is now an option to display Clients that DO NOT have engagements assigned to simply assigning Engagements.
NEW! Documents uploaded in Project Management can be optionally assigned to a Client Folder in the DMS.
NEW! Batch Invoicing. The default Engagement Invoice Description can be modified and optionally saved as the new default invoice description.
NEW! CLIENT PORTAL HAS A NEW LOOK! The client portal has been updated with a completely new interface and NEW Document Management Features.
NEW! Project Management Filter Options now allow filtering on specific dates. Due Date, Extension Date and Out Date. There is now a Custom Date Range that can be entered for filtering specific date ranges!
NEW! Deposits can NOW BE EDITED! Payments can be moved to other deposits or banks!
NEW! Calculated late fees can now be exported to a report prior to calculating.
NEW! Client Contacts. Now you can designate the default contact to be show on the Main Client Screen.
NEW! Last Late Fee Date Utility. Set the last late fee run on all open invoices to correctly calculate late fees moving forward.

NEW! Security Features – 2-Factor Authentication (2FA) and Microsoft Single Sign On (SSO). Requires enabling at the Firm level (1st) and then at the Staff Level (Optional).
NEW! Reverse Invoices without having to remove payment(s). Payments will automatically be handled as Advance Payments.
NEW! Applying Advance Payments can now be applied to invoices in batch and auto applied! Updated in Client View and Cash Receipts Entry.
UPDATED! Microsoft calendar integration can now handle bi-directional sync of recurring events and all-day events.
UPDATED! Project Management UI updated for Project Notes and Document Management. Coming Soon! Documents uploaded in Project Management can be linked to the Client DMS.
NEW! Footer Message now supports wildcards. Design a customized remit stub. Wildcards – ^CN, ^ID, ^IN, ^IA (Client Name, Invoice Date, Invoice Number, Invoice Amount)
PLEASE NOTE: Wildcards for Time Entry and Invoicing and the default Engagement Invoice Description. ^CY, ^PY, ^CM, ^PM, Current Year, Prior Year, Current Month, Prior Month.
NEW! New option in Settings > Other to hide the dashboard Leaderboard for ALL and SHOW for Admin.
UPDATED! Label Printing now supports multi-select and Filtering! Filter for invoices to be printed in Invoice Review. Printing has been optimized to print faster! (Uploading latest Dymo SDK is required)
UPDATED! DMS now shows a colored yellow folder icon if documents have been uploaded. An empty folder shows a grey colored folder icon.
Fixed! The Payment ‘Thank You’ email will not be auto generated for Write-Offs and Credit Memos.
NEW! User Dashboard To-Do Kanban will now save the last settings for filters.
NEW! Reports Center – Only an Admin can remove reports from the User Reports tab.

NEW! Document Management System – Mass Invite your clients to the Client Desktop Portal. Selectively choose Client Contacts to Invite.
NEW! Invoices can now be reversed without reversing the payment. The invoice will be reversed and the payment treated as an advance payment.
Project Management – Sorting added to columns in the Client View.
Client View > Projects. Projects can now be viewed by Status.
Outlook Live and Outlook 365 Integrations have been updated.
NEW! Scheduler/Calendar – Staff resources can now be grouped on the calendar
NEW! Document Management System – Link Sharing is now available to securely share files. Options to email or copy/paste link with security Q & A.
NEW! Deposits/Cash Receipts – Reversing a Payment that has been Deposited will now automatically adjust the Deposit Report.
NEW! Project Management – Project/Task tags can now be assigned in batch.
Exporting Time – Options have been added to filter for open and billed time records.
NEW! Project Management Dashboard – Updated with date range filters. Task View totally revised to provide more information regarding tasks. Grouping by tasks provides information regarding the tasks that are ready to work and active.
NEW! Customized Email Templates for Invoices, Statements and Cash Receipts – Thank You.
NEW! Client Statements – Can now be previewed before printing and emailing.
Apply Time to Invoices – applying time to an invoice has been improved!
Apply Time to Invoices – Filters have been added.
NEW! Client Notes – Now have a Timeline feature to view notes.
Project Management – Options added to display tags on the Dashboard for Partners/Managers. See PM Settings.
Project Management – Improved Custom Repeat options for choosing unique due dates.
NEW! Document Management System – New option to restrict clients from uploading documents to folders.
NEW! Document Management System – New option to Archive documents. Deleting folders/files will is done from the Archive area in order to prevent accidental deletion.
NEW! Time Sheet Entry/Time Card Entry now have an option to select starting day of week. Sun/Mon.
NEW! Time Sheet Entry/Time Card Entry now have an option to select starting day of week. Sun/Mon.
NEW! Project Management. Tasks can now have multiple staff assigned.
NEW! Private memos can now be viewed during the invoicing process. Private memos have been added to time reports in the Reports Center.
NEW! Calendar/Scheduler. Now has a refresh button!
NEW! Time Sheet Entry/Time Card Entry now have an option to select starting day of week. Sun/Mon.
Late Fee Calculations. Improvements made to handle reversing Late Fee Invoices.
NEW! Client Portal. Option to hide the DMS feature in the Client Portal.
NEW! Timers are now saved if the browser tab is closed! Logging back into Mango will automatically start the timers.
NEW! Performance Enhancements for loading large datasets! We now compress data for faster transfer rates.
User List. Added a column to see which Staff are Calendar resources.
Client Contacts. Improvements made for controlling email options and client portal access. Columns added to the Contact List.
Column Choosers added to many tables allowing for user defined customization.
Timers. Buttons added to Save All open timers. Delete Option now available on the timer.
Document Management System. Ability to upload any file type.
Recurring Invoicing – Improvements made to easily add items. Wild Cards (^PY, ^CY, ^CM, ^PM) now supported.
Batch Invoicing. Improvements to filtering. Wild Cards now supported.

Reassign time records to another Client/Engagement. In Manual, Recurring, Batch Invoice time records can now be reassigned. In Clients > Invoice tab, time records can be reassigned.

Batch Delete. Time Records can be batch deleted in Time Sheet Entry, Manual, Recurring and Batch Invoicing.

If you have the PRO & Enterprise version – you now view Open/Closed projects from Project Management in the Client view.

INVOICE PREVIEW IS HERE! You can now view invoices in Manual, Recurring and Batch invoice before saving the invoice.

Column Choosers (NEW UI FEATURE) has been added to many tables allowing for custom defined columns to display with auto saving.

Global Filters have been added in Batch Billing to filter by Activity to assist with viewing open time records.

Custom Payment Types! A new feature has been added in Settings > Lists > Payment Types. Capability has been added to create and delete payment types (required payment types can’t be deleted)

Timers – NEW functionality to Save All timers without having to save individually and view the Convert to Time Entry screen.

Slide Outs! Have been added in many areas to provide a better user experience with viewing data.

Recurring Invoice has been updated! Multiple Engagements and Expenses can now be predefined in templates.

REMINDER: Wildcards are supported in memo fields. ^CM, ^PM, ^CY, ^PY. Current Month, Prior Month, Current Year, Prior Year.

Expenses can now written up or down while invoicing.

ADMIN/FIRM TIME. New setting to force billable amount to $0.00. See Settings > Time & Expenses.

MANGO PAYMENTS IS HERE! BETTER USER INTERFACE! GREAT RATES! CLICK TO PAY IS COMING VERY SOON! MOBILE DEVICES SUPPORTED!

Project Management – Filters added to get projects faster!

Duplicate Invoice Numbers – New feature to avoid duplicate invoice numbers with multiple billers in the system concurrently.

TAX VENDOR INTEGRATIONS ARE HERE!

ImagineShare integration is live! If you’re not using ImagineShare to request files securely from clients – inquire what this feature can do for you. Fully integrated with the Mango Billing DMS.

MANY OTHER IMPROVEMENTS/FIXES ADDED – ALL FROM YOUR REQUESTS AND SUGGESTIONS!

We are happy to release MangoPayments. The latest improvement to the Mango Billing platform for processing Credit Card and ACH transactions.

Introductory Pricing:

Credit Card – 2.75% + .20 | ACH – $2 flat / transaction for 6 months.
Reverts to 2.89% + .29 | ACH – $2 flat / transaction.

Updated Document Management System (DMS)

The DMS has a new look and a better user experience! Here are just some of the NEW features:

Improved performance and layout of folders & files!
Option to view files in Detail View or Large Icons
Improved sorting in Detail View
Multiple Select for Drag and Drop, Download, Delete. You can now download an entire folder structure to a zip file.
Bread Crumbs to navigate easily between folders.
Uploading files is faster and much easier!
Upload ANY file format. (Great way to share QB files securely). Preview most popular file formats.
Permissions and Notifications can be created at the parent level and duplicated, optionally, to subfolders.
Right-Click Features on folders and files updated.
Search Folders & Files for a selected client
Improvements to Drag and Drop between folders
Copy/Cut and Paste files now supported between folders
Fixed issues email templates replacing text

Let us know if you like the NEW DMS!

Multiple Billing Address

You can now create multiple addresses for a client and designate the default billing address.

A previously new feature which allowed cloning a client, engagements and contacts now supports cloning the additional addresses.

Batch Billing

Improved user interface! Filters are now in a slide out with NEW filters. Filter by Billing Partner, Hourly or Fixed Fee Engagements ( Thanks Jeff! )

Editing/viewing time records is now in a slide out to view more records to make inline editing of time records better (same a recent improvements made in Manual Invoicing).

Project Management

3 more user definable tags have been added in Settings allowing for more ways to segment projects.

Filters have been moved to a slide out to allow for more screen real estate.

Other improvements & fixes.

Other Updates

Time records that have been locked based on # of days (Settings), can now be edited by Admin but locked for all others if still unbilled.
Resets have been added to many filters options
During Manual Invoice, if no time records available, then Detail style invoices are deactivated.
Default sorting fixed on tables
Column Choosers have been added to the Client List, Project List and Task List. Your selected columns are now saved by the logged in User.
Improvements made in Recurring Invoicing.
Improvements in Late Fee Calculations and Statement Generation.
Scheduling optimized to only load selected calendar resources.
To-Do List Kanban boards now show Edit/Delete when hovering over a card.
Many other small fixes and enhancements!

To-Do List.

The To-Do List now has KANBAN boards! The To-Do List is a great tool for quickly recording To-Do items instead of cluttering up your desk with written reminders. There is a button on the User Dashboard to access the To-Do List. To-Do Items can be viewed as Kanban Items or List Items.

Project Management – Batch Update for Projects & Tasks

Projects & Tasks can NOW be updated in batch! Great utility for making changes to existing Projects & Tasks.

Batch Update – Tasks

Client View now has Google Maps!

Great tool for viewing where a client is located on the map. Both Satellite and Map view are support with zooming supported and Street View! To access this feature, the icon is located top right of the Client View.

Map View

Other Updates:

Invoice Blocking – A new feature in Settings > Invoices to allow 1 user only to generate invoices at a time.
Improvements in Batch Invoice. New icon to preview client information, A/R Balance, Invoice and Payment History. More improvements coming in next week!
Updates to Auto Log out after a period of inactivity in Mango Billing.
Updates to Cloning a Client. Option to indicate a NEW client name when cloning.
All dropdown lists have been updated to show a default item if only 1 item is available.
Updates in Client Portal for Payments Processing.
Client List – If view Contacts and the NEW button is selected, the application will assume you are adding a NEW Contact instead of a Client.
New Setting in Time & Expenses. Require and Expense Description is now an option.
New Client Setup. When a new client is added, you will be prompted to add Projects in Project Management if on the PRO & ENTERPRISE versions.
Reports Center – New Reports added.
Other Updates, Bug Fixes and User Interface (UI) improvements.

Client & Client Contacts – Clone feature added.
New Invoice Template – Narrative Simple – No Remit
Narrative Invoice – Ability to optionally roll up expenses to total services amount and not print detail expense items on invoice.
Practice Management – Ability to clone a Project Template
Practice Management – Ability to optionally roll task due dates on completion.
Practice Management – Unassigned option added in dropdowns for tasks. Allows to quickly find tasks not assigned.
Practice Management – Task due dates can now be rolled forward based on Project Repeat options.
Practice Management – Client & Client Contacts – Ability to reset passwords, copy email to clipboard and email using default email editor.
Practice Management – Task List can optionally show only tasks that are ready to be worked – if the option to complete in Sequential Order is selected.
Timer Component – Updated to handle browser issues.
Zip Codes – Adjusted throughout application to handle International Zip/Postal formats.
Company Locations – Added in Company setup that allows for multiple firm addresses.
Sales Tax Updates – Sales Tax can now be calculated at the Firm Level, Company Level or Client Level.
Cash Receipts – Allow application of payments to invoices with inline editing.
Cash Receipts – NEW Auto Apply feature that will automatically allocation payment to oldest invoices.
Manual/Batch Invoicing – Inline editing of time records.
Batch Invoicing – Invoice Template and Finalize action can now be changed by Client row.
Batch Invoicing – New filters added to filter WIP. Billing Partner and Client Groups.
Client Statements – Filters added for Billing Partner and Client Groups.
Auto Log Out – Application will warn if inactive for 5 hours and log out.
Permission Profiles – 5th Permission Profile added.
Menu Enhancements. Horizontal and Vertical Menu options.
Expense Entry – Option to override firm settings for sales tax calculations.
Clients – Default client contact is automatically added as a contact
Time Entry – If client only has 1 engagement, it is auto populated in the Engagement dropdown.
Leaderboard – Data updated to correspond to a Mon – Sun work week.
Retainer Invoice – Description fixes.
Wild Cards added in Engagement Default Invoice Descriptions and default Work Memo for Activities. ^CY=Current Year, ^PY=Prior Year, ^CM=Current Month, ^PM=Prior Month. These values are replaced automatically.
Timer Component – More options available at the Timer Level for Editing and Saving Timers.
Lock Time Entries – Admins can optionally lock time entries by a certain number of days for unbilled time records.
Time Card Entry – New Sticky Headers that will not scroll off the screen.
Manual Invoice / Retainer Invoice – New Button. Save & Go to Invoice Review.
Exporting – Ability to export data to CSV, PDF, Excel formats.
Company Dashboard – NEW Staff dashboards.
Other fixes and enhancements.

2020 Time & Billing Review
2019 ImagineShare Review

2020 Time & Billing Review

2020 Review of ImagineTime Time & Billing

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.

For the full review, click here.

2019 ImagineShare Review

2019 Review of ImagineShare from ImagineTime

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive Practice Management suite of applications well suited for both the accounting and the legal profession. In addition to ImagineShare, ImagineTime also includes time and billing, due date tracking, a CRM, and reporting and analytics. Intended as a workflow and communication platform between client and firm, the client portal makes it easy share documents with clients in a safe, secure fashion, providing a real time communications record for each client. A mobile app is also available for both iOS and Android smartphones and tablets, with users able to access, upload, and download documents from their device.

The ImagineShare client portal can be easily branded with any firm’s identifying information including a logo and color scheme. Upon logging in to the portal, a list of all clients will be displayed, along with their contact information. Once a client is chosen, a chronological view of all activity that has taken place between the firm and the client will be displayed.

ImagineShare, the client portal recently added to ImagineTime is an excellent addition to a very strong application and will drastically reduce the amount of paperwork that needs to exchange hands. The ImagineTime Client Portal is available for $25 per user, per month, based on yearly billing, or $35 for month-to-month billing. The Full Practice Management solution includes the Client Portal, Time & Billing, and Due Date Management and is available for $70 per user, per month.

For the full review, click here.

Have a document you need to share or get signed? Now you don’t even have to upload it to ImagineShare! We added the capability to create share links and request signatures to our Secure Send Print Driver to make requesting signatures for tax forms even easier. 🖨️

We get it… Accounting professionals deal with a TON of files. In addition to Nudges and new Print Driver features, we also released a ton of new ways to organize the documents you want and eliminate the ones you don’t need.

Interested in what else is in store? Here is a sneak peek of what we are releasing over the next couple of weeks:
✅ Stay compliant with Knowledge-Based Authentication… without having to leave ImagineShare!
✅ Too many emails? Only get notified about events that to you.
✅ Get a birdseye view of what files have been shared outside your organization and manage ongoing access.

Here’s what’s new:

🔔 You can finally stop wondering if your client saw the file you just sent them. From now on, the client will receive a notification for new files, and the first time a file is viewed or downloaded, you will receive an email notification.

📖 Not every client sticks around forever, and it can be annoying to constantly see their name on your client list. You can now delete clients & contacts you no longer need or just remove a specific contact from a client.

❌ Accountants deal with a TON of files and deleting them one-by-one is a pain. With bulk file deletion, wasting time is a thing of the past.

💼 Individually assigning staff to clients can take hours – especially if you have a big book of business. You can now assign staff members to multiple clients with the press of a button.

Interested in what else is in store? Here is a sneak peek of what we are releasing over the next couple of weeks:
✅ Good news Gmail users! The Gmail Plugin is in development so you can securely exchange files without leaving your inbox.
✅ Want more control? With Granular Permissions, you get to decide who has access to what.
✅ Get a detailed history of who has uploaded, accessed, or downloaded files with our Audit Trail.

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.

Integrations Overview

Integrate Your Current Tax Software with Our Time & Billing Software for Accountants

Quickbooks & Quickbooks Online Integration

Gmail and Outlook Integration

UltraTax Integration

Lacerte Integration

ATX Integration

ProSeries Integration

Drake Integration

Client Portal

Time & Billing

Due Date Tracking

Secure File Sharing

Reporting & Analytics

Client Portal

Time & Billing

Due Date Tracking

Reporting & Analytics

Integrations

Company

Introductory Pricing:

Updated Document Management System (DMS)

Let us know if you like the NEW DMS!

Multiple Billing Address

Batch Billing

Project Management

Other Updates

To-Do List.

Project Management – Batch Update for Projects & Tasks

Client View now has Google Maps!

Map View

2020 Time & Billing Review

2020 Review of ImagineTime Time & Billing

2019 ImagineShare Review

2019 Review of ImagineShare from ImagineTime