CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization
CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)

Starting from

US$50,000.00

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.4 /5
(97)

Ease of Use

4.0/ 5

Features

4.4/ 5

Customer Service

4.4/ 5

Value for Money

4.2/ 5

Overall rating

4.1 /5
(198)

Ease of Use

3.7/ 5

Features

3.9/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5

Total features 41

  • "What If" Scenarios
  • Accounting
  • Ad hoc Reporting
  • Amortization Schedule
  • Appointment Management
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Trail
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Capitalization Reporting
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contingency Billing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Visualization
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • Employee Management
  • Expense Tracking
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Equipment Leases
  • For Real Estate
  • For Tax Practices
  • Forecasting
  • General Ledger
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Journal Entry Processing
  • Key Performance Indicators
  • Mobile Payments
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payment Tracking
  • Portfolio Management
  • Predictive Analytics
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Real-Time Data
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting/Analytics
  • Scorecards
  • Self Service Data Preparation
  • Staff Management
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Management
  • Time Tracking
  • Timer
  • Timesheet Management
  • Version Control
  • Visual Analytics
  • Workflow Management

Total features 48

  • "What If" Scenarios
  • Accounting
  • Ad hoc Reporting
  • Amortization Schedule
  • Appointment Management
  • Approval Workflow
  • Asset Lifecycle Management
  • Audit Trail
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Capitalization Reporting
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Consolidation/Roll-Up
  • Contact Database
  • Contingency Billing
  • Customizable Branding
  • Customizable Invoices
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Visualization
  • Document Management
  • Document Storage
  • Due Date Tracking
  • Email Management
  • Employee Management
  • Expense Tracking
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • For Accountants
  • For CPA Firms
  • For Equipment Leases
  • For Real Estate
  • For Tax Practices
  • Forecasting
  • General Ledger
  • Hourly Billing
  • Income & Balance Sheet
  • Invoice Creation
  • Invoice History
  • Journal Entry Processing
  • Key Performance Indicators
  • Mobile Payments
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Payment Tracking
  • Portfolio Management
  • Predictive Analytics
  • Profit/Loss Statement
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Real-Time Data
  • Real-Time Reporting
  • Recurring/Subscription Billing
  • Reminders
  • Reporting/Analytics
  • Scorecards
  • Self Service Data Preparation
  • Staff Management
  • Strategic Planning
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Tax Management
  • Time Tracking
  • Timer
  • Timesheet Management
  • Version Control
  • Visual Analytics
  • Workflow Management
  • APX e-Invoicing
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Word
  • Qlik Sense
  • QuickBooks Online Advanced
  • SAP HANA Cloud
  • APX e-Invoicing
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • Microsoft Word
  • Qlik Sense
  • QuickBooks Online Advanced
  • SAP HANA Cloud