Time and Billing software for accountants and other professionals
Our Practice Management Software maximizes your time by streamlining initial setup of client information and simplifying the invoicing of time slips. Take an updated tour (11 minutes) of the time and billing software.
- Easy to learn and use time entry screens. You can enter time after-the-fact, or in "real time" by using slip timers. Time and expense data is immediately available for invoicing. Security settings allow each staff person to be accountable for entering their own timeslips.
- Staff can be blocked from changing previously entered slips or from seeing confidential client and staff information, including their own billing rates. You can also record your time entries directly from our integrated appointment calendar, saving needless re-typing of explanations and start/end times.
- Save time and effort with convenient and comprehensive pre-billing reports. The pre-billing report summarizes all the key information you need in one convenient location.
- The Billing Dashboard is designed as a "one-stop-shopping" tool. You can generate bills, view, edit or delete invoices, add addresses, change billing options, or write-off slips. Just about anything that the program can do can be accessed from the ImagineTime Dashboard. Invoices can also be e-mailed directly from ImagineTime in PDF or LEDES format for Legal Billing.
- Prepare flexible invoice retainer and fixed fee bills using our template features, which let you generate monthly service bills at the click of a button. Prepare comprehensive bills with the aid of a pre-established template saving you extra steps the next time you prepare your bills. Invoices do not have to include or display time entries which is conducive for value billing. Alternatively, you can display time entries in detail on your invoice with a wide variety of formating options. No monthly closings are required!
- ImagineTime's QuickBooks Integration tool speeds up data entry of client contact information as well as importing client transaction history.
- Client Relationship Manager (CRM) is built into the Time and Billing Module. Robust filtering tools allow creation of labels, envelopes, lists, and customer letters for a specfic client or group of client.
- If you create invoices and payments in Lacerte, UltraTax, ProSeries, Drake and ATX tax programs, our tax software integration will easily import these transactions and clear the timeslips associated with the tax return preparation. Time analysis reports will show when you need to increase your fees for the upcoming tax season!
- Print Performance and Realization reports by staff, client, and service that show which areas are most profitable for your firm. All reports can be run as of any date, allowing you to continue to process current time while avoiding arbitrary closing limitations.
- Maximize collections and increase revenue with Credit Card Processing options.