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ImagineTime V.9 Adds Document Management

Version 9 of Imagine Time’s Practice Management Solutions incorporates a Document Management system module, whose setup wizard guides users through selections in order to customize folders. An integrated utility can scan tax records and save them to a specific folder or folders. Folders files can be dragged and dropped into client folders and keywords can be assigned at the same time for later retrieval.

The system also offer Time and Billing, Due Date Management, and Contact Management.Forecasting and budgeting tools are included in the time management and contact management modules. Due Date Monitoring tracks deadlines and incorporates task management options for scheduling task, tax form and engagement or project.work for staff. Reports are available to  compare budgeted and actual hours by task, tax form and engagement or project.

Price: $125 for a single user to $695 for a 15 user. ImagineTime: (877) 520-1525. www.imaginetime.com.

Bob Scott
Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind
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