FileInTimeTimeValue Software
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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
Experience a fully integrated solution for your office and your clients. Our interface is equipped with tools to manage your clients year-round, automate your process and grow your business. As a Service Bureau, managing your team has become easier. Have a Bird Eye View over your partners, capture lead and manage leads, create task for sub-office during and off season and automate your entire service bureau program. Our tax office portal allows you to build relationships year round with your clients, schedule appointments, and create workflows to streamline your projects from start to finish. Easy onboarding of your client in a secure portal where they have access to checklists, files and effortless exchange of communication and documents. Vertically correspond with your clients and or partners through messages, email campaigns, forms, and invoices—all in real-time. Streamline your daily business process to be more productive, efficient and successful.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for a Task Management software
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Audience
For people needing an app that can allows independent tax preparers to comprehensively maximize productivity
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$199 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$69.99 per month
$699.99 per year
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationTimeValue Software
Founded: 1984
United States
www.timevalue.com
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Company InformationSeQwens
Founded: 2019
United States
seqwens.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Tax Practice Management Features
Approval Process Control
Not Supported
Billing & Invoicing
Not Supported
Client Management
Not Supported
Client Portal
Not Supported
Document Management
Not Supported
Due Date Tracking
Supported
Scenario Planning
Not Supported
Tax Filing
Not Supported
Tax Forms
Supported
Workflow Management
Supported
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Tax Practice Management Features
Approval Process Control
Supported
Billing & Invoicing
Supported
Client Management
Supported
Client Portal
Supported
Document Management
Supported
Due Date Tracking
Supported
Scenario Planning
Not Supported
Tax Filing
Not Supported
Tax Forms
Not Supported
Workflow Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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