ImagineTime Due Date offers a date monitoring and task management product that can be purchased as a separate module or a stand alone product. Take a tour of Due Date Monitoring. Due Date Monitoring tracks important client and firm deadlines and can also manage the specific steps necessary to complete a main task. The following is a list of the overall benefits of Deadline management:
With our due date monitoring and task management system you can manage:
This scheduling software package ships with most federal tax tracking due dates and a sample of selected tasks. It also includes an optional due date monitor and scheduling calendar, as indispensable tools for tracking deadlines of all kinds. It’s easy to set up a new form or task - click to see the main task management setup form .
A report generator lets you tailor and save reports for particular deadlines, e.g. all 1040 items due can be assigned to any staff person under a single extension designation. With our task progress tracker, you can choose the deadline type, designate a due date range, and even generate and print reports according to order type or for selected client groupings.
Please note: Much of the discussion above regarding implementation of the due date and workflow system relates to implementation of deadlines for a small to medium sized CPA/accounting firm. However, it should be emphasized that the design of the due date system will suit the needs of a wide variety of firms and companies (architects, engineers, project managers and construction firms) that require work flow management and deadline tracking.