Due Date Monitoring - ImagineTime Software

Deadline tracking is streamlined in our report and monitor screen shown below. This is the main reporting screen for task management and due date monitoring.

The list on the right shows a variety of tax returns to choose from. You can also select from a list of tasks. Client tax returns and tasks falling due within specified criteria can be reported upon, or conveniently checked-off using the Edit Forms/Tasks button at the bottom of the screen. Staff scheduling and deadline tracking have never been this easy!

You can define as many master tax forms (state and federal) and tasks (bank rec's, monthly work) as you like in the master setup tabs.The Master Forms and Tasks tabs include comprehensive features and options that allow you to setup master events for your firm that can later be added on the client scheduling screen shown shown at the top of this page.

Due Date Monitoring, Task Management & Tax Scheduling Software

Deadline tracking is streamlined in our report and monitor screen shown below. This is the main reporting screen for task management and due date monitoring.

Customize your Deadline Tracking and Due Date Monitoring / Reporting :


Due Date Monitoring, Task Management & Tax Scheduling Software Due date monitoring, task and project management features control the flow of important tax and other firm deadlines. Use our task management features to schedule work for your staff. Avoid last minute crisis and encourage efficiency! Deadline tracking incorporates a comprehensive tax tickler and task management system that is easy-to-use and includes tax scheduling software for any kind of tax form or firm task. To save time, last years tracking events can be rolled forward to the next year with the click of a button. In addition, our due date monitoring software operates as a stand alone module or as an integrated and powerful tool within our time billing software....you need only setup the client once!
The scheduling tab in our tax scheduling software below shows which tasks and tax forms are being monitored for one specific client (see the client name shown in blue on the right side of the form). Command buttons are available to create notes about task progress, or to optionally record time entries for a task. These notes can be forwarded to other staff with attachments. If you have the calendar system, note reminders will pop up to let staff know they have a message waiting. Prior years notes can also be reviewed by staff when doing the next years return or task to improve work efficiency. New tasks or forms can be selected for a particular client by using the convenient drop down window shown below. You can also jump start your setup by copying groups of forms to clients with similar task profiles using our quick start utility (not pictured below). Forms can be completed, extended and flagged in a variety of user defined states, i.e. info received, reviewed, prepared, etc. Our report generator will let you run due date lists based on these and other filters.