The Complete Credit Card Solution integrates Intuit's GoPayment credit card processing application and  merchant account with the Mophie marketplace credit card reader, enabling small businesses to process credit card payments via the Apple iPhone.

SourceLink 2010 Document Management Solution supports QuickBooks Pro, all Premiers and Enterprise from 2004 to 2010, in addition to QuickBooks Canadian Edition. SourceLink provides a non-proprietary Windows filing system utilizing the security of Windows and QuickBooks.

XCM 8.0 maps workfow to standardize process and expands roles to give firms flexbility in assigning work according to their internal structure and processes. There is also an expanded bulk update capability so that users can more easily add information simulataneously to multiple tasks.

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.