OfficeTools vs CS Professional Suite
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Overview
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)
- Chat
CS Professional Suite is a cloud-based suite of solutions that helps tax and accounting businesses manage various financial processes, such as payroll, tax calculation, asset control, and more. With GoFileRoom, supervisors can store documents in a centralized database and utilize the search functionality to retrieve specific files from the repository.
CS Professional Suite is a cloud-based suite of solutions that helps tax and accounting businesses manage various financial processes, such as...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.7/ 5Features
3.9/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
3.6/ 5Features
3.8/ 5Customer Service
3.6/ 5Value for Money
3.3/ 5Features
Total features 48
- "What If" Scenarios
- Accounting
- Accounts Payable
- Accounts Receivable
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Tax Practices
- Forecasting
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Management
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Total features 13
- "What If" Scenarios
- Accounting
- Accounts Payable
- Accounts Receivable
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Compliance Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- Financial Reporting
- For Accountants
- For CPA Firms
- For Tax Practices
- Forecasting
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Management
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Staff Management
- Task Management
- Task Progress Tracking
- Tax Calculation
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Integrations
- APX e-Invoicing
- Lacerte Tax
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online Advanced
Not provided by vendor
