ImagineTime empowers the teams to manage their work, share the tasks, track the time and due dates and generate reports. This is a fully integrated practice management software suite made for accounting professionals and other professional service providers. This client portal has providing a seamless client experience simple so that you can just focus on your leading service.
- Access Controls/Permissions
- Activity Tracking
- Approval Process Control
- Approval Workflow
- Audit Trail
- Billable & Non-Billable Hours
- Billing & Invoicing
- Billing Portal
- Business Process Automation
- Calendar Management
- Calendar/Reminder System
- Client Management
- Client Portal
- Deployment: Cloud Based, Web Based, SaaS Based, Installed - Windows, iPhone / iPad, Android
- Live Online
Company Name: ImagineTime
Headquarter: United States
Overall: Track employees time on jobs and then bill the customer with the data that is accumulated from the employees time entry.
Pros: Very simple to use but has everything you need to track your WIP and do your billing. Very user friendly layout that makes sense. Updated frequently.
Cons: As the database gets bigger sometimes it lags. When you do searches you can’t search a contacts name and get the company to show up.
Overall: We convey all of our tax return copies digitally through the Imaginetime Platform and feel secure that the end-to-end encryption is what our firm needed.
Pros: I really appreciate how Imaginetime (1) stores files sent to client on the cloud platform and (2) encrypts the tax return for our clients to review. We started using the digital signature option this year during tax season with relative success.
Cons: Needs more integration with softwares such as Ultratax and Quickbooks.
What do you like best?
The most useful feature I have found and utilized so far has got to be the “timer” function. Once you setup a template for a client you can pull out any device you use to access software and begin a timer that once concluded will populate an invoice automatically. This helps to keep mundane and inaccuracies away due to this feature.
What do you dislike?
The payment processing feature initially gave us trouble, but I believe this has been sorted after recent update. Overall this software meets all of my firm’s qualifications. Quite simply it has helped improve client relations resulting in repeat clientele that is now leading our accounts due.
Overall: Implementing Mango with the help of the technical staff was virtually seamless. Of course it cost us billable time to implement but I blame this more on our decisions than Mango. We were ‘forced’ due to a change in staff to implement before we really wanted to convert – but it would have been foolish to train new staff on OLD ImagineTime and NEW Mango. But technical support has done a GREAT job of getting us up, running, and functional.
Pros: I can get a pretty good picture of what is going on in my office. As we learn more about the features, I’m sure that I can get more information than I can really use.
Cons: As I mentioned, I am sure that the software has performance features that we have not yet found. I have some issues putting reports that I want to see on paper. I think this will be better in the future.