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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

DT Practice provides a comprehensive overview that delivers essential insights for your business, guarantees exceptional client service, and maximizes your firm's efficiency. Beyond merely serving as invoicing software for accountants, DT Practice facilitates rapid accounts receivable turnover through efficient paperless billing features, allowing for straightforward client billing, the ability to design tailored electronic invoices and statements, online invoice publishing, and credit card payment acceptance. You can effortlessly and automatically log time and expenses while employing a variety of billing methods, such as fixed-fee, progress, and retainer billing. Additionally, DT Practice enables you to generate customized invoices and statements, meticulously track accounts receivable transactions, and produce detailed reports and summaries. In a further enhancement of client interaction, you can swiftly establish private and secure client portals within DT Practice, significantly improving client service and enhancing time management for your firm. This all-encompassing approach ensures that you are not only serving your clients better but also streamlining your internal processes for greater overall effectiveness.

Description

File In Time is an intuitive software solution for managing task assignments and tracking due dates related to filing, ensuring that you never overlook essential deadlines and enhancing the efficiency of your operations. With this tool, you can effortlessly keep tabs on your workload, regardless of the volume of returns processed or the number of clients served. The software allows for the seamless transition of completed tasks into a due date list for upcoming periods or years, enabling you to stay organized. You can monitor the status of each task with up to 40 different tracking fields, making it easier to manage progress. Additionally, the platform comes equipped with pre-set dates for nearly 200 federal and state income tax returns, along with the flexibility to design custom services tailored to your needs. Tasks can be generated for all responsibilities in your office, with each one clearly marked by the client’s information, important dates, and the specific service being rendered, whether it’s a tax filing or a scheduled meeting with clients. It’s a comprehensive approach to ensure that your firm operates efficiently and effectively, allowing for better time management and improved client satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Doc.It by IRIS

Integrations

Doc.It by IRIS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$199 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

www.thomsonreuters.ca/en/dtprofessionalsuite/products/dtpractice.html

Vendor Details

Company Name

TimeValue Software

Founded

1984

Country

United States

Website

www.timevalue.com

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Tax Practice Management

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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