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Act! vs OfficeTools

Act!

3.8 (817)
Learn More

OfficeTools

4.1 (198)
Learn More
Act! Premium empowers small and midsize businesses to market better, sell more, and create customers for life.

Deployment

  • Cloud-based
  • On-premise

Support Options

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

Starting from

US$30.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

3.8 /5
(817)

Ease of Use

3.8/ 5

Features

3.8/ 5

Customer Service

3.5/ 5

Value for Money

3.8/ 5
Read all reviews

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
Read all reviews

Total features 101

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Workflow
  • Audit Trail
  • Autoresponders
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Dynamic Content
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • File Sharing
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For Tax Practices
  • For iPad Devices
  • Forecasting
  • Hourly Billing
  • Insurance Management
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Process/Workflow Automation
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Data
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Staff Management
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Visual Analytics
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management

Total features 48

  • A/B Testing
  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Approval Workflow
  • Audit Trail
  • Autoresponders
  • Batch Processing
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Customer Database
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Data Security
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Due Date Tracking
  • Dynamic Content
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Employee Management
  • Engagement Tracking
  • Event Triggered Actions
  • Expense Tracking
  • File Sharing
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Insurance Industry
  • For Small Businesses
  • For Startups
  • For Tax Practices
  • For iPad Devices
  • Forecasting
  • Hourly Billing
  • Insurance Management
  • Interaction Tracking
  • Invoice Creation
  • Invoice History
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multivariate Testing
  • Online Invoicing
  • Online Payments
  • Opportunity Management
  • Payment Processing
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Process/Workflow Automation
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Prospecting Tools
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Data
  • Recurring/Subscription Billing
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Marketing
  • Sales Activity Management
  • Sales Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Staff Management
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Visual Analytics
  • Web-based Deployment
  • Website Visitor Tracking
  • Workflow Management
  • APX e-Invoicing
  • BigCommerce
  • Dropbox Business
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • Google Contacts
  • Google Workspace
  • Instagram
  • Lacerte Tax
  • LinkedIn for Business
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Shopify
  • Slack
  • SurveyMonkey
  • Twitter/X
  • Volusion
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud
  • APX e-Invoicing
  • BigCommerce
  • Dropbox Business
  • Ecwid
  • Eventbrite
  • FreshBooks
  • Freshdesk
  • Google Contacts
  • Google Workspace
  • Instagram
  • Lacerte Tax
  • LinkedIn for Business
  • Meta for Business
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Word
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Shopify
  • Slack
  • SurveyMonkey
  • Twitter/X
  • Volusion
  • Wufoo
  • Xero
  • Zapier
  • Zendesk Suite
  • iCloud

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