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"The installation and setup process for new firms is like creamy butter is to fresh bread - extremely easy to work with and very satisfying."
-CPA Technology Advisor Magazine
More than just time and billing.
Adaptable for any number of users through the power of SQL, CaseWare Time has everything you need to manage your practice easily and efficiently. Experience easy time and expense entry, at-a-glance monitoring, improved billing, numerous ready-to-use reports, and powerful project and contact management.

Overview

Monitor your practice with ease

Access summary information on a dashboard-style interface and view all assigned tasks with the Workflow layout. Click on any area to quickly access to the details for each program feature or document.

Take advantage of powerful time and expense entry

Enter your time and expense entries once and you can have instant WIP reports. With Time's built-in editor, you can fully customize the layout and content of proposed, interim, recurring, or final invoices.

Select from numerous ready-to-use reports

Time comes equipped with hundreds of sample reports that can be kept as-is or easily customized. Use drill down capabilities to access detailed information within each report.

Manage multiple contacts

With Time's built-in contact management system, you can stay updated with the most recent client information. Generate marketing and form letters, filtered and addressed to specific clients or contacts.

Stay on top of projects

Manage client projects through tasks, staff assignment and calculate project budgets with Time's advanced project management capabilities. You can easily view the project status, due date, and percent complete for each project.

Features

Below are the features for Time. To view all enhancements, press the Open All button on the right hand side. Or press the heading to see enhancements for that subject. Open All Close All
Innovative Time Workflow

Innovative and easy-to-use, the Time Workflow feature guides you through your tasks using the Workflow layout. Only those items assigned to you appear in your Workflow, giving focus on what needs to be done. With the Workflow you can access program features, documents, and help with ease from the same screen.

View Workflow QuickVid

Convenient Status Panel

By offering summary information on one convenient screen, the Workflow Status panel gives a quick overview of what is happening in the file. User-based information such as time, expenses and time sheets is focused on the user logged in.

Quick Time and Expense Tracking

With Time, you can quickly and efficiently enter time for any period with a spreadsheet style interface.

Complete On-Screen Billing

One screen provides quick billing, flexible write-up and write-down distribution. Allows complete control over the layout and content of your invoice whether issuing a proposed, interim or final invoice.

Project Management

Manage all your client projects by assigning staff, issuing tasks and creating budgets. Allows roll forward of client projects for quick setup.

Fully-Customized Documents

Time’s built-in word processor CaseView with spreadsheet and database capabilities has the capability to create invoices, statements, marketing letters, customized working papers, forms, and schedules. Armed with CaseView's power, any accountant can create professional quality documents using CaseView's desktop publishing enhancements that are directly linked to accounting data in Time.

Flexible Reporting

Time’s document management system allows you to organize reports into hierarchical folders, allowing specific reports to be easily accessible depending on the staff function. Time has over 200 reports that can be edited and filtered to manage your practice.

Easy Filtering

Filtering of documents is available globally on the Document Manager by user using color coding to streamline the documents. You can also filter your clients, projects and staff.

View Equation Editor QuickVid

Integration with Outlook

If you are already using Outlook, you can use CaseWare Today to synchronize client or contact information into Time, giving you the most up-to-date information.

Add-Ons

Extend the functionality of Time with our specialized add-ons:


Today
Time meets Outlook.
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