Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Access real-time, intelligent insights and analytics about your clients and practice from any device, utilizing Canada’s premier cloud-based solutions for auditing and accounting. Enhance client collaboration through our comprehensive client portal, offering seamless file sharing, personalized dashboards, and status reports all securely housed in one location. Achieve a complete document management system with centralized data storage, integrated archiving, retention, and backup features to keep files organized for all staff and teams. Effortlessly manage your time and billing processes from any internet-enabled device, as the cloud service automatically creates draft timesheets based on your calendar and time spent on client engagement files. Working in the cloud allows team members to collaborate on the same client file concurrently, streamlining the review and approval process from any location on a unified platform. This innovative approach not only enhances productivity but also ensures that all team members remain connected and informed, ultimately leading to improved service delivery for clients.
Description
Logging billable hours and expenses is a straightforward process that ensures your information remains meticulously organized, facilitating easy access for reviews and modifications. The system seamlessly integrates time and expense entries into invoices, eliminating the need to duplicate data inputs. You have the flexibility to upload your branding elements, utilize customized letterheads, adjust font styles, modify column layouts, and sort or group information as needed. Invoices can encompass various details, such as previous balances, payments made, accrued interest, and trust account transactions. Additionally, it's possible to issue invoices that reflect the rates of multiple timekeepers in a single document. Every time an invoice is generated or a payment is recorded, Time59 promptly refreshes all financial balances for accuracy. Your practice can significantly benefit from the diverse reports available through Time59, which range from basic invoice and payment listings to detailed aged receivables and ledgers. Each report can be tailored to specific date ranges, individual clients, or groups of clients, enhancing your financial oversight. With the comprehensive insights provided by these reports, you can make informed decisions to drive your practice’s success.
API Access
Has API
No
API Access
Has API
No
Integrations
AdminPulse
Yes
Octopus Accountancy
Yes
Penneo
Yes
ProfitCents
Yes
Integrations
AdminPulse
No
Octopus Accountancy
No
Penneo
No
ProfitCents
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$199 per year
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CaseWare
Founded
1988
Country
Canada
Website
www.caseware.com/products/cloud
Vendor Details
Company Name
Business Data Designs
Founded
2005
Country
United States
Website
www.time59.com
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Legal Billing
Accounting Management
Yes
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
Yes
Document Management
Yes
Expense Tracking
Yes
Time Tracking
Yes