FileInTimeTimeValue Software
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PBworks Agency HubPBworks
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Related Products
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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.
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About
Get the pulse of your agency's business with management reports. See the summary of each project on a single, visual screen. Store, share, and collaborate on documents, images, and other files. Link each task to the relevant content and resources. Build a collaborative intranet for each office. Your clients will be better informed, more deeply engaged, and more loyal. View a visual, up-to-date single-screen summary of your project. Assign and track deliverables with tasks linked to content. Automated notifications keep everyone up to date. Bring together your customers, partners, and vendors. Store, discuss, search & share text, files, and documents. Every file you need is accessible by computer, smartphone, or tablet. A truly free project management option without time limits. Greater content capabilities. Greater customizability and branding. Comprehensive security and access control. Centralized administration and control.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a Task Management software
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Audience
Companies requiring a tool to inform and engage their clients to increase loyalty
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$199 per month
Free Version
Free Trial
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Pricing
$30 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTimeValue Software
Founded: 1984
United States
www.timevalue.com
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Company InformationPBworks
Founded: 2005
United States
www.pbworks.com/agencies-agency-hub.html
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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