--- description: Learn more about OfficeTools. We provide Australian business users the most detailed information on pricing, benefits, and disadvantages of software that will make your choice easier. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: OfficeTools Reviews, Cost & Features | GetApp Australia 2026 --- Breadcrumb: [Home](/) > [Billing and Invoicing Software](/directory/240/billing-invoicing/software) > [OfficeTools](/software/108977/officetools) # OfficeTools Canonical: https://www.getapp.com.au/software/108977/officetools Page: 1 / 9\ Next: [Next page](https://www.getapp.com.au/software/108977/officetools?page=2) > OfficeTools provides everything you need to run your tax and accounting practice from a single solution. > > Verdict: Rated **4.1/5** by 196 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of OfficeTools Gain a 360 view of your firm and keep everyone on track with due date monitoring, reminders, activity lists, and detailed reporting. Automate busywork using recurring workflow templates. Send invoices and collect payments online using Abacus Payment Exchange (APX.) Enable your clients to accept, view, upload, sign, and pay no matter where they are through the client portal; all within a cohesive branded experience. Upload unlimited contacts and work templates ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 196 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support | 3.8/5 | Based on overall reviews | | Value for Money | 3.7/5 | Based on overall reviews | | Features | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: CARET - **Location**: San Diego, US - **Founded**: 1983 ## Commercial Context - **Pricing model**: (Free Trial) - **Pricing Details**: OfficeTools Workspace starts at $59.00 per user/per month - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Windows (Desktop), Windows (On-Premise), Linux (On-Premise) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United States ## Features - Accounting - Appointment Management - Approval Workflow - Audit Trail - Billable Items Tracking - Billing & Invoicing - Billing Portal - CRM - Calendar Management - Client Management - Client Portal - Collaboration Tools - Communication Management - Contact Database - Contingency Billing - Customisable Branding - Customisable Invoices - Document Management - Document Storage - Due Date Tracking ## Integrations (6 total) - APX e-Invoicing - Lacerte Tax - Microsoft Excel - Microsoft Outlook - Microsoft Word - QuickBooks Online Advanced ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) ## Category - [Billing and Invoicing Software](https://www.getapp.com.au/directory/240/billing-invoicing/software) ## Related Categories - [Billing and Invoicing Software](https://www.getapp.com.au/directory/240/billing-invoicing/software) - [Accounting Practice Management Software](https://www.getapp.com.au/directory/549/accountant/software) - [Professional Services Automation Software](https://www.getapp.com.au/directory/331/professional-services-automation/software) - [Consulting Software](https://www.getapp.com.au/directory/356/consulting/software) - [Professional Services Software](https://www.getapp.com.au/directory/357/professional-services/software) ## Alternatives 1. [QuickBooks Online](https://www.getapp.com.au/software/20428/quickbooks-online-edition) — 4.3/5 (8395 reviews) 2. [PayPal](https://www.getapp.com.au/software/91263/paypal) — 4.6/5 (26305 reviews) 3. [Abby](https://www.getapp.com.au/software/2062487/abby) — 4.7/5 (603 reviews) 4. [Bookipi](https://www.getapp.com.au/software/2065456/bookipi) — 4.8/5 (176 reviews) 5. [Jobber](https://www.getapp.com.au/software/90723/jobber) — 4.6/5 (1420 reviews) ## Reviews ### "Workflow that works for us\!" — 5.0/5 > **T. Marshall** | *12 December 2018* | Accounting | Recommendation rating: 9.0/10 > > **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. > > 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. ----- ### "Office Tools has been a value add to our accounting and tax group. Great product for the price." — 4.0/5 > **Verified Reviewer** | *17 October 2017* | Recommendation rating: 8.0/10 > > **Pros**: It is a great way to track project progress and make sure deadlines aren't missed. It is also a simple solution to time tracking, although our firm doesn't use the system for billing purposes, it is helpful in budgeting resources. > > **Cons**: My biggest complaint is that reports can't be exported to Excel, and not every pre-built report has all the data required. Without having a custom report prepared by the developers at Office Tools, you are somewhat limited on reporting flexibility. > > Office Tools helps our accounting and tax team stay organized and able to prioritize work without missing deadlines. We use the system to allocate resources to streamline the busy season workload and the workflow to make sure we know the status of every project along the way. ----- ### "The software has the potential to be an elite program but it is grossly underdeveloped." — 3.0/5 > **Ryan** | *19 October 2017* | Accounting | Recommendation rating: 4.0/10 > > **Pros**: It has all in one capabilities such as client management, time tracking, billing and payment, reports, scheduling, and document storage. The platform layout is clean and user friendly. The learning curve to its features is low to mid-range which can be credited to it's design functionality. It does utilize some integrations well such as the Dymo label printer and Drop Folders. Overall, calls to Customer Support have been adequate with at least 90% problem resolution. I do have to knock the Customer Support to 2 stars because they do not have any early morning east coast support hours. If I have an issue with Office Tools I have to wait 4 hours to reach anybody on the phone. Half of my day is now gone. > > **Cons**: Communication from Office Tools to its software owners is horrible. Known disruptions in services was communicated after the fact. Software updates are non-existent. As of this review, 10/19/17, there has only been 1 public release update to the software in all of 2017 (v2017.019) and that was in January. That is unacceptable. The Contact Screen has a narrow scope in what it allows for user input. I believe there are only 5 open variable fields that we can alter to collect data specific to our practice. The rest of it is dead white space underneath of it. Software only allows one taxpayer's information to be displayed on the main Contacts screen with the spouse relegated to a "More Contacts" tab. It is more efficient to have all contacts displayed on one screen. Client portal only allows for 1 contact email address. The portal is not a responsive web design and certainly not friendly to mobile devices. There are buttons in the portal that are only seen when scrolled over (Pay Now buttons on invoice tab). Payments made via a portal invoice do not sync down to the billing screen. Downloading multiple documents from the portal is inefficient. There is no "Download All" button. E-signing process is convoluted to the signer and has bugs which have not been fixed. Form letters do not give you access to all collected data variables. No user community to introduce or vote on feature requests. LinkedIn or Facebook aren't the solution. ----- ### "OfficeTools Review" — 4.0/5 > **Verified Reviewer** | *9 August 2019* | Accounting | Recommendation rating: 6.0/10 > > **Pros**: - Office 365 integration is quite helpful - "Due date" reminders are life-savers - The to-do section helps in personal management of tasks > > **Cons**: - Synchronizing with Quickbooks is only supported for the desktop platform, and not the web platform, which is kind of a pain right now - Integrations with other bookkeeping tools isn't great, like excel for example, which makes collaboration outside your immediate team quite difficult. Please help look into this. > > Overall, I've had a satisfactory experience with the product. Gets the job done. ----- ### "Office Tools has been a very practice management tool for our firm" — 4.0/5 > **Dan** | *25 October 2017* | Recommendation rating: 6.0/10 > > **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 ----- Page: 1 / 9\ Next: [Next page](https://www.getapp.com.au/software/108977/officetools?page=2) ## Links - [View on GetApp](https://www.getapp.com.au/software/108977/officetools) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data