FileInTime

FileInTime

TimeValue Software
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About

Make it a breeze to collect and share client documents, information and streamline your workflows. Create your virtual office front with an intuitive and professionally designed client portal. Give your clients 24/7 access to their files. Your portal is accessible from anywhere, on any-device, at any time. Bring your brand to the front by adding your logo and a custom subdomain. Your logo is displayed on your login, the portal, and all email communications. Other client portals force you into their own closed file-systems. ClientTable is the only portal with native connectivity to your own cloud storage drive. Access portal documents through your storage web interface, desktop, and mobile application. Files saved from the desktop can be automatically shared with clients through the portal. Any folder or item can be shared, including the ability to share sub-folders or items.

About

File In Time due date tracking and task management software is the easy way to track all your filing due dates and projects. Make sure that you never miss another filing date and help your firm run more smoothly. No matter how many returns you file in your tax practice or department, or how many clients you have, you will always be on top of your workload. Instantly roll-forward completed tasks to create your due date list for the next period/year. Keep a record of the progress on each task (track up to 40 status fields) automatically. Assign services with built-in dates for nearly 200 federal and state income tax returns or easily create your own custom services. Generate tasks for all the jobs you have in your office. Each task is identified by the client, relevant dates, and the service being provided, from a tax filing to an office meeting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations in need of a file sharing and branded client portal built for tax and accounting practices

Audience

Companies looking for a Task Management software

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$14 per user per month
Free Version
Free Trial

Pricing

$199 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ClientTable
Canada
www.clienttable.com

Company Information

TimeValue Software
Founded: 1984
United States
www.timevalue.com

Alternatives

Alternatives

ATX

ATX

Wolters Kluwer
CCH iFirm

CCH iFirm

Wolters Kluwer
SIGMA 1040-TW

SIGMA 1040-TW

Sigma Tax Pro
GoSystem Tax RS

GoSystem Tax RS

Thomson Reuters

Categories

Categories

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Practice Management Features

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Dropbox
Google Drive
Microsoft OneDrive

Integrations

Dropbox
Google Drive
Microsoft OneDrive
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