OfficeTools
About OfficeTools
OfficeTools is a practice management solution for accounting and tax firms which provides users with tools for managing clients, projects, tasks, documents, time, billing, and more. Deploy the solution that fits your firm needs, on-premise or in the cloud.
OfficeTools Workspace provides everything you need to run your tax and accounting practice from a single solution. Track projects from start to completion, organize client data, manage staff and tax workflow, and automate billing from one central dashboard—all while integrating with the applications you use most. OfficeTools Workspace helps your firm streamline day-to-day operations and work as a unified team.
OfficeTools Cloud is an all-in-one practice management solution that allows growing firms to automate their practice from a single, secure web-based application. Track client work, collaborate with your team, and gain instant access to your firm’s clients, projects, phone calls, time entries, and notes — anytime, anywhere, from any browser. Manage your accounting firm from the cloud with OfficeTools Cloud.
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- Industry: Accounting
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Practice Management we have been searching for!
Reviewed on 17/10/2017
The amount of information this product can provide has been a powerful tool for our firm. It has...
The amount of information this product can provide has been a powerful tool for our firm. It has significantly reduced the amount of time it takes to setup new clients because we have been able to reduce the amount of software our company uses. It also is a time saving tool with the automatic email and text appointment reminders.
Pros
We love that is a one stop shop for all of our practice management needs. We have been able to reduce the number of programs our company uses because of this. The software is also incredibly easy to navigate. The team at OfficeTools is great if we ever have an issue that we can not resolve ourselves or with the online support.
Cons
The only con we have found with this software is with some of the reports we want to see, it doesn't appear the program can produce. Luckily, there are workarounds for this.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great software, could use some improvements
Reviewed on 30/10/2017
Having all my firms client info in one place. Being able to track projects through the office.
Having all my firms client info in one place. Being able to track projects through the office.
Pros
I like having everything tied together, having all a single client's info in one place, being able to link related clients, have all notes in one place, etc.
Cons
There are some bugs, it's also a very hefty program so it sometimes runs slow on our aging server. Also it's pretty complex to learn and some features are counterintuitive.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Misleading Sales Information and Poor Support
Reviewed on 11/04/2022
OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness...
OfficeTools Workspace is almost a hit if they could get the back end programing right. The slowness of the product, features breaking all the time, and the poor response time of support make this a hard pass. Sales also sold us on several features that was confirmed by tier 1 support only to find out after signing the contract that those features are not possible. After working with support for over 1 year to fix issues, we asked to be let out of contract only to be told we need to submit a formal complaint and they get 30 days to fix the issue. Unless you like wasting time with support, look elsewhere.
Pros
Love that this product marries time tracking, project management, document management, and billing in one software.
Cons
Desktop program is built on an old 32 bit sql server which makes the program really slow if you have more than 2 people using it at the same time. The integrated APX payment feature is a plus if it would work. They decided to do maintenance on the product during the last two weeks of tax season, we couldn't run payments for a day. Payment system is also hiding payments, so we cannot tell which clients have paid. Support has been working on this for two months with no end in sight.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Workflow that works for us!
Reviewed on 12/12/2018
Excellent -- we rely on it to keep our systems working. It offers a lot of functionality including...
Excellent -- we rely on it to keep our systems working. It offers a lot of functionality including communication among the office and ease of retrieving prior information.
Pros
We appreciate the ability to have one software that provides so much utility -- Contact info, Notes, Documents, Projects, Calls, etc
Cons
There is a learning curve on how to use the software fully. And the reports are a bit difficult to decipher.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Office Tools has been a very practice management tool for our firm
Reviewed on 25/10/2017
Pros
The product has a lot of features that made the implementation in the first year wonderful. The support staff was great and easy to access. Ease of use, reporting, billing features
Cons
40% + cost increase for the new year. The Lacerte software integration did not work very well. There are issues that could not be resolved with the multi-firm features of the product
OfficeTools FAQs
Below are some frequently asked questions for OfficeTools.Q. What type of pricing plans does OfficeTools offer?
OfficeTools offers the following pricing plans:
- Free Trial: Available
OfficeTools Workspace starts at $59.00 per user/per month
Q. Who are the typical users of OfficeTools?
OfficeTools has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does OfficeTools support?
OfficeTools supports the following languages:
English
Q. Does OfficeTools support mobile devices?
OfficeTools supports the following devices:
Q. What other apps does OfficeTools integrate with?
OfficeTools integrates with the following applications:
APX e-Invoicing, Lacerte Tax, Microsoft Excel, Microsoft Outlook, Microsoft Word, QuickBooks Online Advanced
Q. What level of support does OfficeTools offer?
OfficeTools offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep)
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