Once you have created your InfoTrack account, you will need to get it connected to Time Matters.
(Requires Time Matters® version 16.5 or higher)
Step 1: Open Time Matters® and navigate to the top menu.
Click File > Setup > General > Program Level.
Step 2: Select Links > E-Filing.
Step 3: Enter the user name and password you just signed up with. Click the Test Link button, then OK.
Step 4: To receive documents and expenses from eFiling, a Windows Service must be installed on a machine that is always running. Ideally, this is done on a server.
Run the service installer. During the installation, you’ll be prompted for an install integration key, which is unique to you and your firm. This can be found in the Settings section of your InfoTrack account.
Step 5: After installing the service, ensure the status is running.
If not, make sure that the two services “ITrack Service” & “Time Matters e-File Liaison” are running.
Now you are ready to begin using InfoTrack integrated with Time Matters.